Angelina delivers high-quality administrative and operational service to our clients. Always helpful and highly knowledgeable, Angelina makes it her ongoing priority to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience.
Angelina supports the business operations of our team and provides assistance to the financial advisors in monitoring accounts. She holds Series 7, Series 63 and Series 65 securities licenses, and life and health insurance licenses.
Her duties also include account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.
Before joining our team in January 2019, Angelina was a registered representative at Principal Financial Group. She earned a bachelor’s degree in philosophy from The University of Texas at Austin.
Originally from Dallas, Angelina now lives in Pflugerville, Texas, with her husband, John, their spirited dachshund, and two affectionate cats. She is an active member of her community, serving on the Finance Committee for the American Lebanon Association (ALA Club) and the Charity Committee for the Southern Federation of the Syrian Lebanese American Club (SFSLAC). In her free time, Angelina enjoys reading, hiking, cycling, and spending time outdoors.