Angie Chovanec
As the Director of Teaming and Tiered Services, Angie helps financial professionals create teams so they can capitalize on individual strengths to increase productivity, services, specialties, and an overall experience for their clients. She also guides professionals through business succession planning to ensure long-term stability and growth.
Angie leads the Tiered Services concierge program for WestPoint financial professionals, which offers tailored support levels across various departments of the firm.
With a robust background in operations—including site management, contracting and licensing, onboarding, and compliance—Angie brings a practical, hands-on perspective to every financial professional’s interaction.
Outside the office, Angie often cheers on her daughters at sporting events, reads a good book, explores new places, or relaxes at the lake with her family.
CRN202609-8591431