As a Wealth Advisor on the SC&H Wealth team, Angelo directs his attention on reviewing current client’s financial plans, ensuring the unique needs of each client are addressed with the thoughtful framework to achieve their financial goals. He also works with new clients to address their financial needs and develops a financial path to navigate and achieve individual goals.
Client connection drives his passion and diligence; being able to help people put together a financial puzzle that suits their needs is rewarding for Angelo.
Angelo received his Bachelor’s of Science in Exercise Physiology. It was during his college years while working at a part-time job that Angelo discovered his ultimate interest in finance and business. Angelo became a CERTIFIED FINANCIAL PLANNER™ practitioner in July 2021. He also holds a Series 65 license, along with his Chartered Federal Employee Benefits Consultant (ChFEBC℠) certification.
In the community, Angelo has volunteered with the Boys and Girls Club of Harford County. He also supports the Wounded Warrior Foundation and the Michael P. Murphy Foundation to give back to those who protect and serve.
Outside of the office, Angelo enjoys spending time in Ocean City with his family. Additionally, as an avid athlete and runner, he enjoys trail running, obstacle races, and spending time on the soccer field with his daughter.
