When meeting with clients, I always ask myself what the value add is here. Where do we fit in, and where do we bring value?
Angie Kaufman lives to make connections. As Vice President of Retirement Plans for Henry+Horne Wealth Management, Angie brings over 25 years of operational, financial and retirement plan management experience with the singular purpose of building relationships and bringing financial security to her clients.
Angie actively listens to her clients, bring a consultative touch to their meetings, to tailor a product that best meets their needs. She creates and implements group retirement solutions for organizations, consults on plan design recommendations, performs due diligence, and provides ongoing fiduciary oversight including total plan cost analysis. She also serves as the point of contact for plan participants, providing plan education with asset allocation and strategies.
Angie comes to Henry+Horne Wealth Management from Paychex where she served as a Relationship Manager. Prior to that, Angie was Vice President of Strategic Relationship Management at John Hancock servicing the states of New Mexico and western Texas.
Angie earned a B.A. in Business Administration and a minor in Computer Information Systems from Columbia College. She holds the FINRA Series 7, 63 and Variable Life License and is currently pursuing the Qualified Plan Financial Consultant (QPFC) designation. She is a member of Women in Pensions Network and the National Association of Plan Advisors.
In her spare time, Angie enjoys time outdoors, hiking, taking her dog to the dog park and spending time with friends and family. She would love to start a nonprofit mentoring pregnant teens.
- FINRA Series 7, 63
- Variable Life