Angelica Mitchell, CFP®
Director of Financial Planning
Department: Internal Operations
Angelica helps our advisors prepare for their upcoming client meetings by reaching out to our clients to collect the background information needed for analysis. She then meets with the advisor to go over the analysis and any updates needed to the financial plan. Angelica also build financial plans for our prospective clients.
Modern Wealth Management is the first company that Angelica has worked at within the financial sector. She started working at Modern Wealth immediately after graduating from her master’s program. Angelica’s favorite thing about her job is that every day is different. Every financial plan she works on is individualized to that specific client or prospect, so she has learned so much about different elements of the financial field through her role.
The most important thing in Angelica’s life is her faith, with her family being a close second. She loves traveling to new places with her family and enjoys drawing, reading, and writing in her free time.