Client Advisory

Biography

Angie is a Partner in the Louisville office where she is responsible for the strategic development of Retirement Plan Advisory services within Workplace Solutions. She also consults with business owners to evaluate recruitment and retention strategies through compensation, including ESOPs, deferred compensation, and incentive equity plans.

Prior to joining Cerity Partners, Angie served as the Chief Financial Officer and ESOP Administrator for ARGI Financial Group. Additionally, she spent 12 years in Corporate Finance with UPS Airlines and Papa John’s International, specializing in external reporting, financial forecasts, and incentive compensation.

Education

  • B.S. in Accounting from Western Kentucky University

Highlights

  • Certified Public Accountant
  • Nonqualified Plan Advisor (NQPA™)
  • Certified Management Accountant (inactive)
  • Former Board Member for Family & Children's Place
  • Former Board Member for Big Brothers Big Sisters of Kentuckiana

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.