Angie Holbein

Client Service Specialist

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Seeing her mom approach retirement, Angela knew she wanted a role where she could treat every client the way she’d like someone to treat her mom: like family. That’s what prompted this award-winning finance professional to join our team.

Previously, Angela worked for an investment company where she assisted a team of financial advisors. There, she was unanimously awarded their Star Employee award 3 times for her assistance in large projects and consistently ranked among the 5 top client associates in her region for her performance in onboarding clients in the company’s digital platform.

Angela has an associate degree in Business Administration from Stark State College. She enjoys the Portage Lakes and time with her nephews.

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