Angela currently serves as CEO and partner with the firm and is responsible for the success of the Prosperity Planning Team, Prosperity Employer Retirement Plans Team and the Prosperity Tax Team. Angela has been in the financial services industry since 1995 and enjoyed a successful career at Fidelity Investments and Scudder Kemper Investments before coming to Prosperity. She has a long-standing relationship with Cetera Advisors as a Financial Advisor that includes serving on the Cetera Advisors Advisory Council and being a featured speaker on divorce financial planning and building multi-generational wealth at Cetera conferences. She also received the Cetera Advisors Sapphire Award in 2017 for gifting her time to mentor peers.*
Angela’s top priority is helping clients from all walks of life build a better future by providing unique advice tailored to their specific needs. As a forward-looking advisor and mother of two sons, Angela has a strong belief in helping young people create strong financial foundations. She is also passionate about helping women of all ages and stages achieve financial confidence and success, including during major life events such as divorce and widowhood as a compassionate and knowledgeable guide.
Angela has a Bachelor of Science degree in business with an emphasis on operations and strategic management, with summa cum laude honors, from Boston College. She also earned her MBA from Harvard Business School.
Angela values community service and has served on the Board of Directors for United Methodist Church of the Resurrection Foundation for several years. Additionally, her advocacy for financial literacy often finds her volunteering her time to educate young people on personal finance and investing
Angela’s pursuits away from the office include fitness, sports, adventure, and travel. She is a proud mother of two sons, Eric, and Mitch, and enjoys visiting and traveling with them whenever possible.
*This recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.
Office Locations: Overland Park, KS | Carmel, IN | Akron, OH
CA Insurance Lic. #4035221