Angie is our Client Services Specialist and the longest-tenured Blue Heron Capital team member. Working closely with our advisory team, she is responsible for supporting clients’ needs, tracking client inquiries, processing and tracking account activity, as well as scheduling regular client reviews. And once you become subject to taking Required Minimum Distributions, she’ll make sure you don’t miss taking them on time!

Angie has more than 25 years’ experience in customer service and team excellence. Her warm, and sometimes mischievous personality, attention to detail and ability to keep projects and services on track are significant benefits for our client family and the Blue Heron Capital team. She is the true definition of the “can do” mentality!

Angie has a passion for reading, yoga and nature. She also enjoys concerts, spending time with friends and family, and traveling.