Meet Angela
As an empathetic listener and educator, I am passionate about providing transparent financial guidance that inspires you to feel confident and in control throughout every stage of your individual life journey. Understanding that life-changing events often present challenges and unique questions, my financial guidance provides clarity to help you navigate difficult transitions. My financial solutions are always tailored to your needs and objectives, considering not just money and investments but also your core values, aspirations, history, and concerns.
Having personally experienced the challenges of divorce, I understand how daunting life can feel during this difficult time. Women manage multiple priorities at work and home and the thought of confronting their financial matters often creates paralyzing anxiety. I have significant expertise in providing insight and financial guidance for women experiencing divorce, widowhood, career changes and sudden wealth. My focus is to empower my female clients with the knowledge and support they need to feel self-assured in their financial decisions.
As a business owner myself, I also understand the unique challenges business owners face. Whether starting a new business, expanding, or considering a sale, my business clients rely on me to provide clear options and the financial guidance necessary to make important decisions. I enjoy working with business owners to develop plans that consider the right balance to meet the goals of each individual business plan.
I have over a decade of experience in the financial services industry, including several years of providing education, marketing support, and analysis to hundreds of financial advisors exploring comprehensive insurance solutions to meet the needs of their clients. These financial professionals appreciated my product expertise, sharp client needs-assessment aptitude and exceptional problem-solving abilities.
I am a member of Institute of Divorce Financial Analysts and former co-director for the Women’s Divorce Resource Center (WDRC) in Oakland County. As an Advisory Board member of the SheHive women’s leadership development program, I volunteer my time educating women facing life-changing events on financial matters. After earning an MBA from Walsh College, I continue to be active in the Walsh College community.
My two sons are avid hockey players and I am their #1 fan. When I’m not at the ice arena, I enjoy the challenges of doing home improvement projects and relax by spending time each day on meditation and personal reflection.
Appointments
Servicing clients in Macomb, Oakland and Wayne Counties. Now taking virtual appointments.