Angela is a dedicated Client Assistant playing a pivotal role in supporting two financial advisors and overseeing the day-to-day operations of the Sioux Falls office. In this specialized position, she is integral to delivering a seamless client experience coordinating day-to-day activities, maintaining operational efficiency, and ensuring clients receive thoughtful, attentive service throughout their financial journey.
Angela brings a diverse professional background that uniquely enhances her effectiveness in this role. Prior to joining wealth management in 2021, she spent eight years as a high school language arts teacher. During that time, she developed strong communication skills, attention to detail, and the ability to simplify complex ideas. These strengths translate directly into helping clients better understand financial concepts and processes.
Earlier in her career, Angela held roles as a Credit Investigator and Credit Analyst at Wells Fargo, where she gained experience in financial systems, analytical thinking, and risk evaluation. She also worked as a Staffing Consultant, refining her ability to assess individual needs, build relationships, and connect people with the right solutions.
Today, Angela leverages her combined experience in education, finance, and client service to support both advisors and clients with professionalism and care. She is known for her organizational skills, proactive approach, and commitment to creating a positive, client-focused environment.