Angie Thomas, CFP®

Angie serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly two decades of experience in the financial services industry, Angie offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Angie served as a senior wealth advisor at a regional investment advisory firm, where she worked with clients to help them manage their wealth and achieve their goals.

Angie received her Bachelor of Arts degree in psychology and communications from St. Cloud State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Angie and her family enjoy traveling, volunteering, reading and spending time at the family cabin.