Angie Uribe

Bringing over 19 years of experience in financial services, Angie serves as a Financial Advisor dedicated to helping clients navigate their financial lives with clarity and confidence. She partners closely with individuals and families to understand their goals, develop thoughtful strategies, and provide guidance tailored to their unique circumstances. Angie is committed to building long-term relationships rooted in trust, transparency, and exceptional service.

With a background at nationally recognized firms such as UBS and Morgan Stanley, Angie brings a deep understanding of the financial landscape and a client-first mindset to every interaction. She is licensed in life insurance and takes a holistic approach to financial planning, helping clients address both immediate needs and long-term objectives. Known for her attentive listening and problem-solving approach, Angie helps clients find clear paths forward, even in complex situations.

Above all, Angie strives to create an experience where clients feel heard, supported, and confident in their financial decisions, knowing they have a skilled professional advocating on their behalf.

Outside of work, Angie enjoys staying active and spending time with her husband and two children, who keep her energized and continually inspired. She also enjoys biking, hiking, crafting, and exploring new places with her adventurous family.