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Firm Position Angie is a partner with bmc Financial Advisors, a registered investment advisory firm. Angie is located in our Lancaster office. Professional Experience Angie is an experienced financial and investment advisor with more than 22 years of experience. As a financial planner, Angie assists clients with their financial and tax needs, including planning services such as estate, retirement, business succession, income tax, investment and insurance planning and implementation of such plans. She is actively involved in the planning and management of investment portfolios. Angie has given a number of seminars on tax, financial, retirement and estate planning to executives at publicly and privately-held companies. She also works closely with business owners and executives to provide planning for the succession of their business entities in a tax efficient manner. As an independent financial advisor and consultant, Angie frequently works with groups that have fiduciary responsibility to oversee monies and assets in pension plans and non-profit funds. She provides an independent overview of the investments and assists the Trustees or Fiduciaries in making decisions required on the assets including writing of investment policy statements, proper diversification, risk management and performance in comparison to benchmarks that are appropriate. Education BS, Business Administration, concentration in accounting, Concord College Certified Public Accountant, licensed in Pennsylvania and Virginia Certified Financial Planner Professional and Community Affiliations FPA - The Financial Planning Association American Institute of Certified Public Accountants American Institute of Certified Public Accountants Financial Planning Section American Institute of Certified Public Accountants Tax Division Pennsylvania Institute of Certified Public Accountants Pennsylvania Institute of Certified Public Accountants - State Committee for Financial Planning and Investment Management Virginia Society of Certified Public Accountants, Member Reading Chapter Pennsylvania Institute of Certified Public Accountants Tax Committee, Past Chairperson Lancaster Day Care Center - Board Member Junior Achievement of Central Pennsylvania, Commonwealth Invitational, Board of Governors | 