Angie wears many hats as a financial advisor and operations manager. At any given time, you may find her helping clients to identify their goals, preparing investment reports, managing portfolios, and meeting regularly with clients to review their accounts.
The families, business owners, retirees, and other individuals she serves rely on the comprehensive financial planning that includes essential matters such as estate planning and wealth preservation. She also has many company retirement plans [401(k)s] and pension plans under management. As a plan fiduciary, she helps clients with fund decisions, investment allocations, participant education schedules and fee benchmarking services.
Her experience as an accountant has given her insight into tax-efficient strategies such as tax loss harvesting, participating in 401(k)s and pension plans, and mitigating taxes through insurance planning.
Angie wants her clients to have confidence in their future and know they are able to achieve their dreams. She meets with them regularly, is available for any questions they have, and helps them understand the financial planning process.
Prior to joining NewEdge Advisors, Angie was an advisor at Beaumont Wealth Advisors. In 2025, Beaumont Advisors became a partner firm of NewEdge Advisors. She also served as an accountant at Cavett, Turner and Wyble, LLP in Beaumont, Texas. Earlier, she served in the United Stated Army on active duty as an Ammunition Specialist for three years, and in the Army Reserves for one year. She earned a bachelor’s degree in finance and accounting from Lamar University.
Angie was born in Beaumont, Texas, and now lives in Lumberton, Texas, with her daughters, Diana and Katherine. In her free time, she enjoys spending as much time as possible with her kids, working out when she has the time, and taking care of the cats that her kids insist they keep (though she secretly adores them too).
*Operating out of the Toccoa office.
