Angela became the second in a family line of financial service professionals having joined Model Wealth Group, the company founded by her father Marshall, in 1995. With over two decades in the financial services industry and a wealth of family experience to draw from, Angela is a highly effective provider of asset management for retirees and life planning for income earners. She is passionate about educating herself, keeping up to date on industry trends and applying this information to her clients in useful ways through common sense advice. To this end, The Institute of Business & Finance (IBF) awarded her with a Master of Science in Financial Services (MSFS) graduate degree. The degree is conferred upon candidates who complete a multi-year educational program focusing on annuities, employee benefits, estate and financial planning, income taxes, insurance, investments, mutual funds, portfolio management, real estate and retirement.
Angela currently operates her practice from her office location in Gahanna, Ohio, where she also lives and raises her family.