Angela Spirrison

Client Service Associate
Angela Spirrison

My Story

As a very young single mother raising two girls, I didn’t know what to do, so I did anything and everything I could to survive. I had no career path. I just needed to make rent. I tried the medical field, animal control officer, cashiering, bookkeeping and everything in between. For some reason, I always came back to finance.

I never thought of myself as a career woman, just someone who had a job. Then a friend of mine told me someone in her building was looking for an assistant. Perfect, I’ll try something new! Little did I know that it was in a financial planning firm. My life was turned around! I was taught how to make good financial choices and still be able to save for the future. I could teach my family and friends as well. This felt amazing! I could really help people change their lives. Almost 14 years later I still enjoy helping people by taking time-consuming and confusing financial tasks over for them.

How I’m expanding what’s possible with money

With hard work and dedication I was able to knock off my ultimate bucket list–Italy, baby! It was amazing and now I know travel is possible without going into debt!

Outside of work, my passions include

I’m most passionate about spending quality time with my family, taking weekend getaways, and volunteering at local functions.

Follow Angela Spirrison

Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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