Angie has built a career grounded in client service, administration, and operations. She began her professional journey in the legal field, where she supported attorneys with a wide range of administrative responsibilities, client interactions, and project management. She later served as a Branch Office Administrator with Edward Jones before joining EverSource Wealth Advisors.

Professional Experience

Today, Angie serves as the Advisor Services Manager for EverSource Wealth Advisors. In this role, she leads advisor onboarding initiatives, oversees training and development for Client Service Associates with EverSource and its sister company, The Consider It Done Company, and works to develop efficient processes that support advisors, strengthen client service, and promote operational excellence. She is passionate about building strong teams, creating effective training programs, and equipping client service professionals with the knowledge and resources they need to succeed.

Personal Summary

Outside of work, Angie enjoys spending quality time with her husband, their four children, four grandchildren, and her rescue dog, Oscar.