Designations and Licenses

Angie holds the Qualified Plan Financial Consultant designation.

Experience and Education

Angie focuses on delivering quality retirement plan designs to clients.

Prior to joining Mariner, Angie was an account executive at SageView Advisory. Prior to that, she served as an account executive at a Kansas City-based retirement plan consulting firm, where she managed the service, enrollment and education of more than 50 retirement plan clients. Angie also worked for 13 years at American Century Investments, where she focused on delivering exceptional client service, including retirement plan fund analysis and investment solutions.

Angie has a bachelor’s degree in marketing from Park University and a master’s degree in business management from Baker University.

Accolades

Angie was recognized as an All-Star Advisor in 2016-2017 and was recognized as a Rising Star Advisor on the National Association of Plan Advisors’ list of Top Women Advisors from 2018-2021.

Angie’s Office

NAPA Top Women Advisors: Advisors are typically recognized by the National Association of Plan Advisors (NAPA) in the 4th quarter of each calendar year based on nominations submitted by NAPA Firm Partners each year.

For full disclosure, click here.