Have you ever heard someone smiling through the telephone? You will when Angie Taylor answers your call! After three decades in the health insurance industry, Angie brings her wealth of experience and warm personality to Schwallier Wealth Management as our Executive Assistant.
With her extensive background in HR, employee benefits, Medicare, and the individual market, Angie has a keen eye for detail and a deep understanding of the complexities our clients face. Her natural ability to make people feel comfortable and heard shines through in every interaction. This personal touch, combined with her expertise, makes her invaluable in helping clients navigate their coverage options, especially when considering early retirement.
Angie's strengths in compliance, research, and problem-solving complement the SWM team perfectly. She takes pride in being both a reliable resource and a dedicated team member who ensures our clients receive the attention they deserve.
Beyond the office, Angie's passion for animal welfare runs deep. She dedicated nine years of volunteer service to Crash's Landing Cat Rescue in Grand Rapids. Today, she continues to make a difference by organizing fundraisers, writing grants, and recruiting volunteers for various animal rescue organizations. She also leverages her leadership skills as Board President of her Condominium Association, where she's currently serving her third three-year term.
More about Angie:
- Graduate of Davenport University with a degree in Medical Assisting
- Answers to “Crazy Cat Lady” and has four feline fur kids: Babs, Lilly, Syd, and Thomas
- Enjoys pumping iron at the gym
- Grew up roaming the corn and potato fields of her maternal grandfather
- Cherishes spending time with her two younger sisters, niece, and nephews