Angie first began her insurance career in 1992 in Southern California and later joined American Republic Insurance. It was there she gained her passion for working with senior citizens by listening to their concerns and sharing secure ways on how to maximize and protect their most valuable assets.
In 2013, she founded Secure Senior Assets Inc. an independent agency; committed in the senior market, assisting individuals with their unique financial goals and designing retirement and other wealth transfer strategies. She has taken great comfort in her ability to help her clients find solid financial solutions to common retirement problems. Through her conservative approach, she has helped many seniors safeguard their investments and experience financial freedom. Believing strongly in the principle “do unto others as you would have them do unto you”, she attributes most of her success in making decisions that are in the best interest of her clients. Her goals are to help retirees with preservation of assets, financial liquidity, tax-efficient strategies creating a legacy, preparing for the unexpected costs associated with nursing home care, and to help ensure her clients do not outlive their retirement income.
Angie has always been active in her church. She has been a long time supporter of Team Focus, a Christian organization for boys without fathers. Her son was a part of this mentoring program for 10 years and traveled to different areas of the country each summer and then to Israel in 2018. They love to travel as a family whether to the beach or their favorite place in Italy. Family is most important to her and quality time together has strengthened the family bond.
Angie has now relocated to Scottsdale Arizona to be close to her son Elijah who was accepted to an Arizona University. Angie will continue to serve her clients in the Carolinas as she grows her relationships to expand her retirement services locally. She is so excited and loves the desert and the people of Arizona. She looks forward to becoming a part of the Scottsdale, Phoenix community.
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