Phone: (484) 765-9100 Ext. 305
Angie joined Legacy Planning’s Lehigh Valley Branch in the summer of 2009 as Operations Manager. Angie works closely with the staff and advisors on a daily basis to ensure the office is running efficiently. She is responsible for creating and implementing office procedures as well as monitoring business activity.
Angie holds a B.A. in Business and Marketing from Muhlenberg College.
Angie is a resident of the Lehigh Valley and enjoys spending time with her husband Justin, her sons Jaxson & Landon, and relaxing with family and friends.
Angie is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners is independently owned and operated. DOFU 3/2017 TN 1742224