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Angie Wohlhaefer

Angie Wohlhaefer

Financial Advisor / Client Services Manager

Angie Wohlhaefer is the Client Services Manager and a
Financial Advisor at Wilshire Consultants, Inc. Prior to her
current position at Wilshire Consultants, Angie worked at
Avantax (formerly HD Vest) as a Client Services team member.

Angie graduated from the University of Houston in 2000 with a
Bachelor of Science in Hotel & Restaurant Management. She
later went on to obtain her Master of Science in Accountancy in
2009 from the University of Phoenix.

She is passionate about providing the best service experience
for every client with a goal of establishing a long-term
relationship with them. Angie has won several awards for her
exceptional client service experiences.

Angie enjoys spending time with her husband, Mike, her
grandkids and her sweet dog, Kira.