As the Director of Broker-Dealer, Teaming, and Tiered Services, Angie is a connector, a problem-solver, and a steady guide for financial professionals navigating the complexities of their business. She leads Broker-Dealer Services with a hands-on approach, managing Tier 1 escalations, overseeing MMLIS operations, and supporting recruiting efforts through EXP WEAR loans and advisor transitions.
Angie is passionate about helping advisors build strong, collaborative teams. Through Teaming Operations, she offers practical guidance on team formation, best practices, and firm resources, always with an eye toward long-term success and a better client experience.
As a Tiered Services Ambassador, Angie oversees the concierge program at WestPoint, tailoring support across departments to connect with advisors at every stage of their journey. She also supports Advisor Business Succession Planning by ensuring that professionals have the tools and documentation they need to protect and pass on their legacy.
With a background rooted in operations—contracting, licensing, onboarding, compliance, and site management—Angie brings both strategic insight and a practical, hands-on approach to every interaction. Her colleagues know her for her calm presence, her knack for simplifying the complex, and her genuine care for the people she supports.
Outside the office, Angie’s world revolves around her family. Whether she’s cheering from the sidelines at her daughters’ games, getting lost in a good book, or soaking up sunshine at the lake, she finds joy in the little moments.
