Event Coordinator + Comms Editor
Angie is the event coordinator and communications editor for the firm, responsible for planning the annual Retirement Plan Investment Seminars, Spectrum Investor® Coffee House Educational Series, held three times a year in our office, and the annual client appreciation golf outing. Angie also writes a column in our quarterly newsletter and is responsible for marketing compliance and assisting with investment performance reviews and proposals. Angie earned a BA in English from Carthage College, graduating cum laude, and a MA in Mass Communication from UW-Milwaukee. She has been in the retirement plan industry since 2004.