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 lives in Pflugerville, Texas, with her husband, John. In her free time, Angelina enjoys reading, and hiking, cycling – really anything outdoors.