ANGIE HALVERSON

CLIENT SERVICE SPECIALIST
515-308-4545

Angie’s roll-up-your-sleeves and get-it-done mentality makes her a great addition to the Full Swing Financial Planning team.

She has over 12 years of industry experience and a deep desire to help clients. Clients know things will get done if they talk to Angie; she is organized and pays attention to the essential details.

As a Client Service Specialist, she works primarily with Co-CEO and Financial Advisor Cole Jaeschke to process paperwork and other transactions promptly. They also work together to help individuals and families develop a comprehensive financial plan striving to provide top-notch customer service.

Angie enjoys spending time with her family at Lake Okoboji, attending Iowa Hawkeye football games, and traveling with her daughters.

Quote:  "Challenges are what makes life interesting, and overcoming them is what makes life meaningful."