Client Center

Meet a Wealth Advisor: Angie Thomas, CFP®

October 8, 2017 | BerganKDV Team

Angie’s degree in psychology and her background in communications suits her well for her role as a wealth  advisor. She is a natural at listening to what keeps clients up at night and what their dreams are for their families. Having also worked in the non-profit industry, she is accustomed to understanding the importance of working diligently to make every dollar count.

Angie recently shared with us why she chose to be a wealth advisor along with some fun facts and what she wished she knew earlier in her career.

Why did you choose this profession?

I knew I wanted to work in a career that allowed me to build relationships with people – I get my energy from being with others and problem solving.  I also love to learn and in this job you learn something new every day!

What is one thing people would be surprised to learn about you?

I once met Maya Angelou – we were both waiting for our rides outside the convention center and got to chat for a bit.

What do you know now that you wish you had known earlier in your career?

Join an organization or two that supports your profession – where you can talk with others who are having the same experiences.  These contacts become invaluable resources, and maybe even friends.

Give us your best financial advice in 140 characters or less!

Make a plan and stick to it – always changing your strategy or chasing returns will end up hurting your bottom line in the long run.

What are you currently reading?

The Girl with Seven Names: A North Korean Defector’s Story by Hyeonseo Lee/David John – with North Korea in the news so much lately it’s been interesting to have the insider’s point of view. I also recently read A Gentleman in Moscow by Amor Towles – historical fiction is such a great way to get a glimpse into the details not told in history class. This book illustrates in a very unique way how the Russian Revolution translated to everyday life.

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