As a Wealth Advisor with The Lerner Group, Angela works with clients to design investment strategies to meet their goals. She focuses on building deep relationships with clients to understand their family dynamics, risk tolerance and important life events to provide integrated solutions. Angela brings over 20 years of industry experience with knowledge spanning a broad array of financial topics.
Prior to joining The Lerner Group, Angela helped retail and institutional clients navigate fixed income markets and build portfolios that met their investment goals. Angela is a graduate of Miami University Oxford, Ohio with a BA in Political Science. She received her MBA from DePaul University and holds FINRA series 7, 24, 53, 63 and 65 licenses.
Outside of work, Angela is a busy hockey Mom. She is actively involved with her parish as a lector and with the Evanston School Children’s Clothing Association (ESCCA) as a volunteer coordinator. In her spare time Angela enjoys yoga and cooking.