Angelica oversees the In-force Management Department. Together with M Financial and the Carriers, she continuously monitors the service, experience and performance of in-force business to ensure that proprietary products continue to be effective.
She received a BS in economics with financial applications from Southern Methodist University and an MBA in corporate finance. Angelica maintains her FINRA series 7 and series 66 securities licenses, with deep expertise in financial planning, business development, and relationship management. Outside of the office, Angelica enjoys writing and spending time with her husband and two sons.