Firm
Position
Angie
is a partner with bmc Financial Advisors, a registered
investment advisory firm.
Angie is located in the Lancaster office.
Professional
Experience
Angie
is an experienced financial and investment advisor with more than 22
years of experience. As a
financial planner, Angie assists clients with their financial and tax
needs, including planning services such as estate, retirement, business
succession, income tax, investment and insurance planning and
implementation of such plans. She is actively involved in the
planning and management of investment portfolios.
Angie
has given a number of seminars on tax, financial, retirement and estate
planning to executives at publicly and privately-held companies. She also works closely with
business owners and executives to provide planning for the succession of
their business entities in a tax efficient manner. As an independent financial
advisor and consultant, Angie frequently works with groups that have
fiduciary responsibility to oversee monies and assets in pension plans
and non-profit funds. She
provides an independent overview of the investments and assists the
Trustees or Fiduciaries in making decisions required on the assets
including writing of investment policy statements, proper
diversification, risk management and performance in comparison to
benchmarks that are appropriate.
Education/Certification
BS,
Business Administration, concentration in accounting, Concord
College
Certified
Public Accountant, Licensed in Pennsylvania and Virginia
Certified
Financial Planner™
Professional
and Community Affiliation
FPA
– The Financial Planning Association
American
Institute of Certified Public Accountants
American
Institute
of Certified Public
Accountants Financial Planning
Section
American
Institute of Certified Public Accountants Tax
Division
Pennsylvania
Institute of Certified Public Accountants
Pennsylvania
Institute of Certified Public Accountants –
State Committee for Financial Planning and Investment
Management
Virginia
Society of Certified Public Accountants, Member
Reading
Chapter Pennsylvania Institute of Certified Public Accountants Tax
Committee, Past
Chairperson
Lancaster
Day Care Center
– Board Member
Junior
Achievement of Central Pennsylvania,
Commonwealth Invitational, Board of Governors
Lancaster
Family YMCA – Board Member
