Angela M. Tobeck

Prior to joining Wells Fargo Advisors in 2010, I spent 13 years working for Wells Fargo Bank. My combination of experiences on both sides allows me to provide a more comprehensive approach to finances. I look forward to using these skills as a Senior Financial Advisor for TrueJourney.

I followed in my mother's path in banking and always had a passion for numbers and working with people. I could see that she enjoyed her work, so I applied for a teller job when I was a senior in high school. I've been with the same company ever since, and eventually joined my mother's team as a Financial Advisor. My mother retired in 2018, allowing me to take on the senior role.

What I enjoy most is maintaining the long-term relationships with our clients and understanding their changing needs as they make their way through life. I like putting my problem-solving skills to work, creating a comprehensive investment plan, and presenting it to my clients.

I grew up in the Grand Rapids area and lived in Duluth while attending the University of Wisconsin, where I graduated with a bachelor's degree in finance. I relocated back to my hometown in 2007 and now reside there with my husband and three daughters.

I am a St. Joseph's Endowment Fund board member and Reif Arts Counsel board member.