Broker Check
Angie Wallace EA

Angie joined the firm in 2021.  She has been helping the community with their financial needs since 1999.  She started her career at Founders Federal Credit Union where she helped the members for 19 years in the lending and card services departments.  After leaving Founders, she worked at another tax and accounting firm for 5 years where she helped clients with their tax and financial planning needs.

 She earned her Enrolled Agent (EA) designation in 2019 which enables her to practice and represent clients before the IRS.  In 2019 she also earned her Securities Licenses 6, 7 and 63 and earned her Insurance License in 2020.  These licenses will allow her to help her clients enjoy financial freedom as well as plan for and enjoy their retirement.  While her primary focus will be financial planning, she will also be able to assist her clients with taxes and the tax implications of their investment decisions. 

Angie was born and raised in Lancaster and still resides here today.  She has 2 children.


Securities Licenses 6, 7, 63, 65

Insurance License

Enrolled Agent

Member National Society of Accountants