After seeing Bo’s business evolve over the past decade and witnessing first-hand how he and his dad were able to help their clients achieve their financial goals, Angie decided to step out of the corporate world and join the "family business." Angie was proud to join Consolidated Planning in 2021, with the goal of enabling Bo to reach more clients while ensuring an exceptional client experience, all the while honoring Boyd's legacy.
Prior to joining Consolidated Planning, Angie spent 12 years at a leading Global Foodservice Company. She held leadership roles focused on identifying unique solutions for client needs, developing team strategy, and driving process innovation. Angie has been able to leverage this experience in streamlining business processes with the ultimate goal of helping clients achieve their goals.