With more than 20 years in the financial services industry, Angelica uses her experience and knowledge to enhance the client experience by building lasting relationships and providing support to our clients and team.
Prior to joining TrekNorth Investment Management, she was a Senior Registered Client Associate at Raymond James and Wells Fargo Advisors. Angelica has been working alongside Jarrod and his clients for over 15 years.
Angelica earned a Masters of Business Administration from the University of Phoenix in 2008 and a BA from the University of Florida in 1998 with specializations in Business Administration and Interpersonal Communication. She holds Series 7 and 66 registrations as well as Variable Life and Health insurance licenses.
Outside of work, Angelica invests much of her time volunteering in the community and hanging out with her husband, Michael and their two dogs.