Angie joined Meridian Wealth Management in 2020, bringing with her more than 19 years of experience in the financial services industry. Prior to joining the firm, she spent nine years as a Registered Client Service Associate at UBS Financial Services, Inc., where she developed a strong foundation in client support and financial operations.

As Director of Advisor Transitions, Angie plays a vital role in managing the seamless onboarding of financial advisors and advisory teams to the firm. Serving as the primary point of contact throughout the transition process, she ensures that all operational, compliance, and client service components are executed efficiently and in full alignment with regulatory standards. Her goal is to deliver a best-in-class experience that empowers advisors to transition with confidence and success.

A committed member of the Tucson community, Angie actively volunteers with several nonprofit organizations, including Junior Achievement, the American Heart Association, and the Leukemia & Lymphoma Society. She has also supported the Crohn’s & Colitis Foundation of America, Interfaith Community Services – Single Mom Scholars, and the Children’s Museum Tucson.

Outside of work, Angie enjoys spending time with her twin boys, close friends, and being outdoors. She is an avid runner and hiker and proudly cheers for the Arizona Wildcats.