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Angie prepares individual, trust, and gift tax returns and projections for Truepoint clients. She started her career in the financial services industry at Charles Schwab. Following that, she worked for a fee-only advisor, where she became interested in holistic financial planning. After staying home to raise her young children, Angie worked part-time as an accountant before joining Truepoint. Angie looks forward to coming to work every day and appreciates her teamā€™s collegial, supportive, and fun attitudeā€”even during the busy tax preparation season.