Angela White is a Client Specialist who supports two financial advisors and oversees the day-to-day operations of the Sioux Falls office. She is dedicated to delivering a seamless client experience through exceptional service, organization, and attention to detail.
Angela brings a diverse background in education, finance, and client service. Before joining wealth management, she spent eight years as a high school language arts teacher and previously held roles as a Credit Investigator and Credit Analyst with Wells Fargo, as well as a Staffing Consultant. These experiences strengthened her communication, analytical, and relationship-building skills, which she now leverages to support both advisors and clients.
Angela is FINRA Series 7 and Series 66 licensed and is committed to creating a positive, client-focused experience.
Angela's greatest joys include her husband, Jason, and their two children- Matthew & Breanna. She loves being outdoors and relishes in family time going to Lake Okoboji, going on walks, attempting golf, and traveling.