LEADING EDGE ADVISORS - Key Persons
Angelic has almost twenty years of client service in various industries. Most recently, she worked over two years for a national brokerage firm as their Client Service Specialist. Her positive client feedback and high client survey results won her their national client service award in August 2020. At Leading Edge Wealth Advisors, she will help our client experience both directly with clients and administrative tasks behind the scenes.
Angelic is a graduate of Tulane University in New Orleans, earning a B.A. in Political Economy. A Navy- Florida native, she placed roots in Maryland twenty-five years ago. Angelic, her husband Mark and two children, Brent and Evelyn live in Annapolis.
Jim focuses on the technical aspects of financial planning and investment management, drawing upon his 25+ years in the corporate financial world. In addition, he is responsible for portfolio asset allocation recommendations, preparing and delivering custom financial plans and performing due diligence on investments.
Prior to establishing Leading Edge Wealth Advisors, Jim was a founding partner in Severn Financial Group. He previously held senior-level corporate financial positions at several Washington, DC-area companies. He is a graduate of St. Francis College in Loretto, PA and later earned a Master of Business Administration degree from George Mason University in Fairfax, VA. In addition, he is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM professional.
Jim is active in the Annapolis community, currently serving as Treasurer and a member of the Board of Directors of the Anne Arundel Conflict Resolution Center. He previously served as Treasurer of Generals Highway Athletic Association and has coached various youth sports. The New Jersey native has lived in Annapolis' Epping Forest neighborhood for twenty years with his wife Sherri and their two children, Abigail and Joseph.
As a founding member of Leading Edge Wealth Advisors, Spencer specializes in providing clients with expert retirement planning and wealth management advice. He brings more than twenty years of experience and a unique passion for financial services to the group, becoming interested in investing at a young age because his parents stressed the importance of saving.
Spencer is a graduate of Clemson University and received a Certificate of Financial Planning from the Florida Institute of Technology in 2001. In addition, he has earned the Accredited Investment Fiduciary® and Certified 401(k) Professional® designations.
Originally from Birmingham, Michigan, Spencer is now a cycling and golf enthusiast living in Millersville, with his wife Rachel and their three children - Jackson, Lauren, and Cameron.
As a founding member of Leading Edge Wealth Advisors, Spencer specializes in providing clients with expert retirement planning and wealth management advice. He brings more than twenty years of experience and a unique passion for financial services to the group, becoming interested in investing at a young age because his parents stressed the importance of saving.
Spencer focuses on the coaching aspect of financial planning and investment management. He enjoys building a personal relationship with each of our clients, learning their unique goals and interests and assisting them in implementing a plan designed to help them achieve financial independence. In addition, Spencer heads our research efforts in individual equities and industry sector trends.
Spencer's passion and inspiration for investing was instilled in him by his grandfather, who taught him to invest in companies that you believe in and use in your daily life.
Spencer is a graduate of Clemson University and received a Certificate of Financial Planning from the Florida Institute of Technology in 2001. In addition, he has earned the Accredited Investment Fiduciary® designation.