A lifelong resident of Montana and originally from Billings, Angie has worked in the financial industry since 2005. She provides a variety of services, including administering fiduciary accounts with a focus on personal wealth, agency, individual retirement accounts, trusts, endowments, conservatorships, retirement planning and estate planning needs. “Every relationship with my clients starts with understanding their concerns and priorities, no matter their financial situation, to help set them up for long-term success.” Having been born and raised in Billings, Angie cares about this community and believes you should have a local advisor providing exceptional customer service. She’s also passionate about working for Bravera, an organization that takes pride in supporting our local communities. Angie attended Montana State University Billings. She earned the title of Certified Trust and Fiduciary Advisor from Cannon Financial Institute Trust School.