Angie Pingel

"What I love most about my job is that I am able take ownership for many of the firm’s daily management tasks, freeing up the other shareholders that also work in financial planning, portfolio management and investment operations so they can focus on serving our clients."

Angie Pingel began her career in the financial services industry in 1994 and has held various management positions at boutique investment management firms and registered investment companies.  Angie is responsible for administering the firm’s compliance program, as well as overseeing the day-to-day business management of the firm.  Angie received her Juris Doctorate, cum laude, from Marquette University Law School and her Bachelor of Arts in Accounting and Business Administration, magna cum laude, from Lakeland College.

In her free time, Angie enjoys being with her family and supporting other families that have children with disabilities. She helps families primarily in the Elmbrook community navigate the complex special education system.