Staff nickname: La Chapa Emoji used most: 😲 Enneagram: 8
Strengths: Communication | WOO | Empathy | Adaptability | Activator
Her personal motto – “Know yourself to lead yourself”
Causes and organizations she supports – Compassion International, BeRich Campaign, Goshen Valley
Angela brings a unique blend of creativity and precision to her role at Goodwin Investment Advisory (GIA). Her natural talent for creating memorable moments shines through in everything she does, whether she’s curating high-impact events or delivering high-quality, tangible solutions. From client advisory meetings to appreciation events, Angela’s meticulous attention to detail ensures each project and interaction exceeds expectations. Her passion for making people feel special is evident in her exceptional event planning and project execution, where she consistently finds innovative ways to make every moment memorable.
Before joining GIA, Angela’s career in property management honed her skills in managing specifics and supporting others, though her path shifted as she became a full-time mom. After her family completed Financial Peace University, Angela was drawn to GIA’s alignment with her financial values and her knack for project management. Her positive energy, sense of humor, and genuine care for both colleagues and clients make her a standout team member. Described as the team’s “secret weapon,” Angela combines fun with deep care, bringing enthusiasm and a proactive approach to every challenge. Her continuous growth, from marketing skills to launching a podcast, underscores her commitment to enhancing client experiences and making every interaction exceptional.
If she could share one message with the world it would be – “Love wins!”
One lesson she keeps relearning – “Don’t immediately react, take a step back.”
When she looks at herself and the life she lives, she is most proud of – “my marriage and my children”
Why she loves working at GIA – “I get to combine my passions, talents and experience and have the flexibility to put my family first.”
Favorite books:
5 Love Languages by Gary Chapman
Everybody Always by Bob Goff
Love Warrior by Glennon Doyle Melton
how to hire us
STEP 1
schedule your intro call
Reach out to us to schedule a complimentary introductory call. We’ll discuss your financial needs and goals and together, we can decide if our services are best tailored to your needs.
STEP 2
meet with a CFP® professional wealth advisor
In a free consultation, one of our advisors will discuss managing your investments and get a better understanding of your current financial situation and retirement goals. We’ll also explain how we can partner to create a personalized financial plan and guide you as you pursue a meaningful retirement.
STEP 3
achieve your retirement goals
Once you have decided to move forward with our services, our team will get to work on designing your retirement plan and implementing your wealth management goals so you can enjoy peace of mind and focus on living your life, confident in your journey towards a secure financial future.
