Overview
Angie specializes in comprehensive tax planning and is part of Private Client Services. She understands that the single biggest expense a family will have is taxes and managing that liability will allow more resources to go to what is most important, whether that is family, charity or lifestyle. Angie looks at your entire tax picture from your annual income, portfolio, retirement plans, compensation plans, closely held business interest all the way through generational taxation including estate tax and generation skipping transfer tax.
Angie currently resides in Chaska, MN with her husband, daughter and son. You can typically find them exploring the world, spending time outdoors, and pursuing kids’ activities.
Education
- Juris Doctor from Mitchel Hamline School of Law
- Master of Business Taxation from University of Minnesota Carlson School of Management
- S. Economics and Agricultural Business from Iowa State University
- Certified financial Planner™