Bringing more than a decade of financial services experience to Nichols Financial Strategies, Angie is responsible for overseeing client service and interaction. She prides herself in providing an unparalleled client experience to those who work with the firm and serves as the linchpin to the firm’s internal operations, where she manages client requests and ensures needs are being met.
Angie also oversees taking calls, fulfilling client requests, and resolving nearly any challenge that may arise by helping clients find a clear path forward. She’s licensed in life insurance and brings an extensive background of working at nationally recognized companies, like UBS and Morgan Stanley. Ultimately, she ensures the firm creates an experience that others feel comfortable and confident coming back to, knowing a skilled professional is there to hear them out and seek a sound resolution.
She enjoys being active and spending time with her husband and two children, who keep her on her toes, bring perspective to her life, and teach her something new every day. Angie also enjoys bike riding, hiking, crafting, and exploring new places with her adventurous family at her side.