Angie joined the Wealth Strategies Group of Punch & Associates in May 2013 to work directly with our private clients. Angie truly enjoys the trusting relationships that are created with clients through the wealth planning process. She takes great pride in her work and strives to provide clients with personal and trusted service that goes above and beyond expectations.
Angie began her career in the financial services industry in 2006 with an independent firm in Elk River, Minnesota. She has since found herself immersed in the ever-changing, challenging, and exciting nature of the industry. She received her degree in Business Management in 2003 from St. Cloud State University and her CFP® designation in 2013.
A lifelong Minnesotan, Angie lives in Lakeville with her husband, Chris, and their two sons, Jackson and Maxwell. When she is not busy chasing after the boys, Angie enjoys running, spending time at the lake, and creating memories with her family and friends.