Angie comes to us with many years of experience in customer service and office management, so she is well versed in flexibility and a rapid pace. Angie coordinates all administrative services for our Bellefontaine clients. She takes care of their account openings, transfers, rollovers, IRA consolidations, distributions, and changes to beneficiaries, addresses, etc. She makes sure both your deposits and retirement income are accurate and timely. Let Angie know when you experience any life events (including marriage, children, and moves), and she will assist you in changing your account titles and beneficiaries to keep up with your life.
Angie resides in Bellefontaine. Outside of work you will find her shopping at the Logan County Farmers Market and enjoying the local coffee shops. She’s a devoted fan of the Shifferly Road Band from Bluffton, OH. She also attends First Christian Church of Bellefontaine and supports their endeavors as well. And when her son from South Carolina comes to visit, she makes sure to squeeze in some Mad River Mountain time.