Client Services Specialist
Angie is our Client Services Specialist. She is responsible for supporting our client’s needs, working with our advisor team on client inquiries, processing and tracking account activity, as well as scheduling regular client reviews. She also makes sure you don’t miss your Required Minimum Distributions! Angie brings to our team over 25 years of customer service and team excellence. Her warm, and sometimes mischievous personality, attention to detail and ability to keep projects and services on track are significant benefits for our client family and Blue Heron Capital team.
Angie has a passion for reading, yoga and nature. She also enjoys family and travel.