With more than 30 years of experience in the financial services industry, Angela is a former wealth executive who excels in driving growth, managing client relationships, and leading strategic initiatives. For over seven of those years, she served as the chief executive, overseeing $14 billion in client assets, managing financial advisors throughout Texas, and overseeing all operations and compliance for both advisory and brokerage firms.
Angela began her career in a global financial services company, taking customer service calls for retirement accounts, where she developed a strong interest in helping individuals achieve their financial goals. She obtained her FINRA Series 7 and 63 licenses and later transitioned to a San Antonio-based company. Starting as a sales assistant, Angela quickly advanced through various roles, including trader, trading manager, operations manager, compliance officer, and sales support manager. She ultimately became the chief operations officer and later president of both the registered investment adviser and broker-dealer firms. Today, she holds licenses 7, 24, 28, 63 & 99. Angela has served on FINRA’s South Region Committee and is currently a board member of the Bank Insurance Securities Association.
She is deeply committed to inspiring and motivating others. Angela believes her purpose is to help individuals, teams, organizations, and communities unlock their full potential and create meaningful change that contributes to the betterment of society.
