I help people live more confident lives with financial knowledge.

Keynote Talk: From Entry-level to Executive: Breaking Barriers and Building Your Path to Freedom

Angela blends inspiration and actionable insights, drawing from my journey as a single mother, rising from an entry-level job in a male-dominated industry to becoming the president of an investment firm as a woman of color. Listeners will walk away with an empowered mindset, tools, and strategies to defy challenges, leverage their unique strengths, and achieve both financial and personal freedom.

Published Articles & Honors

Financial Lessons to Set Kids Up For Success - kens5.com, 2022

7 Ways You Can Make Your Retirement Savings Last During a Down Market - GoBanking Rates,  2022

Why Representation Matters in Wealth Management- BISA Portfolio Magazine, 2022

10 Top Financial Strategies for Thriving in a Recession Economy - GoBanking Rates, 2023

6  Fastest Ways to Save for Retirement - GoBanking Rate, 2023

How Much Should You Save Each Month?  - MarketWatch Guides, 2024 

Bank Insurance Securities Association - 2024 Women's Networking Luncheon Panelist & Own Your Own Smarts Article

San Antonio Business Journal Women’s Leadership Award, 2019

San Antonio Woman Business Spotlight Feature, 2021

San Antonio Woman Financial Services Dossier Feature, 2022 & 2023