Angie brings to her work a rare combination of experience in both the for-profit and nonprofit sectors. Having honed her project management skills in commercial real estate and private equity firms, Angie moved into the nonprofit world, supporting donors in developing tax-advantaged giving strategies to create global impact, both during their lifetimes and beyond.
A key focus for her at LNWM: helping clients align their investments and wealth plan with their life goals and legacy. This can include using assets to improve the lives of others within the family, the local community or the world at large. What is important, says Angie, is that the strategy for giving and transferring assets be intentional and well-thought-out in terms of finances, personal aspirations, and the needs of the beneficiaries.
Because we work on all aspects of wealth management and planning for a very dynamic group of clients, LNWM is an ideal place for me to be, says Angie. “I can apply all that I know and continue to learn.”
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Philosophy
University of Washington
Community and Industry Affiliations
- Board member
Perinatal Support - WA