Angelia serves as Heirloom’s Trading and Compliance Manager, bringing a well-rounded background in financial operations, organization, and client service. A graduate of Colorado State University, Angelia began her career in the banking industry, gaining valuable experience in administrative operations. As her two children got older, she stepped into professional organizing, where she spent five years helping individuals and businesses streamline systems and processes to help them live and work more efficiently. At Heirloom, she oversees trading activities and ensures that all compliance protocols are met with accuracy and integrity.
Outside of work, Angelia enjoys spending time with family and friends, staying active, being outdoors, and attending live music events.
Heirloom can provide a clear, objective view of where you stand and what might be possible.
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Our Services
Wealth Management
A coordinated approach to managing investments, planning, and cash flow, designed to bring clarity and confidence to your financial life today and over time.
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Tax strategies integrated with your broader wealth plan, helping inform decisions, improve efficiency, and support long-term outcomes through coordinated planning.
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