Angie Myers, CFP®

Wealth Analyst

Angie helps to research and implement comprehensive investment and wealth planning strategies that are integrated, tax-efficient and tailored to achieve each client’s life goals. To her work, Angie brings more than a decade of experience in client services and planning, in both the private and nonprofit sectors. A special interest for Angie is helping families determine and implement philanthropic giving strategies that align with their values and needs over many generations.  

Prior to LNW, Angie helped donors create impactful, tax-advantaged giving strategies for Catholic Relief Services, an international development agency. Before that, she worked in commercial real estate and private equity for firms based in the Pacific Northwest.  

Follow your passion, it will lead to your purpose.
- Oprah Winfrey
Designations and Education
  • CERTIFIED FINANCIAL PLANNER™ professional
  • B.A. in Philosophy, University of Washington 
Community and Industry Affiliations
  • Board member, Perinatal Support – WA 
  • Volunteer, North Creek Junior Jags Cheer 
Personal Passion

Cooking, reading, home DIY, and laughing with people she loves.