Integrated Wealth Solutions
Marketing Coordinator, Paraplanner
Domicile State: KS
Phone: 913-956-2997Fax: 888-486-6419E-mail: firstname.lastname@example.org
Angie joined Integrated Wealth Solutions in December 2010, as the Insurance Coordinator. After the birth of her first son, she transitioned into the Marketing Coordinator role. She quickly evolved into the Director of Operations role, overseeing many of the processes implemented within the practice. She has her Paraplanning certificate and is responsible for setting up and maintaining our eMoney personal wealth management client web sites. With over 10 years of financial services experience, she is an intricate part of the IWS team. Angie graduated from the University of Missouri-Columbia with a B.A. in Psychology and an M.A. in HR Management from Webster University.
When she is not working, Angie enjoys spending time with her husband Mike, their two sons Cruz & Jax, and their dog.
Greg Harvey is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.
Member SIPC Supervisory Office 10975 Benson, Suite 350, Overland Park, KS 66210 (913) 234-0300.
Integrated Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0H48863 CRN202012-236931
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