CFP®
Wealth Advisor, Executive Director
Angela is a Senior Wealth Advisor on the Richmond team at HTSW. Angela began her career in financial services when she joined an experienced financial planning team in 2007 where she discovered her passion for helping families and individuals build clarity and confidence around their finances. Since then, Angela has found deep fulfillment in guiding clients toward long-term financial success.
Angela takes a holistic approach to financial planning and is responsible for developing and implementing customized investment strategies. She believes there is no one-size-fits-all solution and works closely with each client to design thoughtful recommendations aligned with their goals, values, and life circumstances. Known for her attentive listening style and clear communication, Angela prides herself on building strong, trusted client relationships.
Outside the office, Angela enjoys an active lifestyle and spending as much time outdoors as possible. You’ll often find her on a pickleball court, at a Pilates class, or near the water at the lake or beach. She values time with family and friends and enjoys travel when she can, especially when it involves fresh air and good company.
Angela is a graduate of the University of North Carolina at Asheville with a Bachelor of Science degree in Business Administration. She holds the CFP® and CDFA® designations. While currently residing in Charlotte, NC, she serves clients in Richmond, Orlando, San Francisco, and beyond.
Professional Designations, Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER (CFP®)
Certified Divorce Financial Analyst (CDFA)