Serving as the Director of Tax Services, Angie has 30 years of experience as a CPA in both public accounting and wealth management. Her focus is tax preparation, review, and planning, and plays a key role in shaping processes that enhance client service and team collaboration throughout the tax department. She has collaborated extensively with individuals, families, privately held businesses, fiduciaries, and not-for-profits, partnering with clients throughout the year on tax preparation and planning strategies that align with their broader financial goals to reduce surprises and optimize outcomes.

Angie is a member of the American Institute of Certified Public Accountants and Virginia Society of Certified Public Accountants.

Outside of work, Angie enjoys spending time with her two daughters (both Virginia Tech Hokies), her son, and extended circle of close family and friends. She is also fond of traveling, music, live arts, a great meal, and relaxing with her dog and cat.