Angie prepares individual, trust, and gift tax returns and projections for Truepoint clients. She started her career in the financial services industry at Charles Schwab. Following that, she worked for a fee-only advisor, where she became interested in holistic financial planning. After staying home to raise her young children, Angie worked part-time as an accountant before joining Truepoint. Angie looks forward to coming to work every day and appreciates her team’s collegial, supportive, and fun attitude—even during the busy tax preparation season.