Angela Jolley

CFP®, CKA®

Email Address

[email protected]

Phone Number

(206) 354-5836

Angela Jolley

About Me

Angela is a Certified Financial Planner® professional and Certified Kingdom Advisor®. She has been working in the financial services industry since 1989 and as a Registered Representative since 2001. She lives to worship God. She is passionate about families, hers and yours. She works to use money wisely, recognizing that it is all from God. Angela is committed to becoming a better financial steward and teaching others these skills. She loves finding solutions to problems and is driven to find low cost and optimal results.
Additional background information is available at SEC’s Advisor Check.


Education

  • Bachelor of Science in Business Administration with a minor in Mathematics with honors from Oregon State University
  • Graduate of The College of Financial Planning, CFP® Certification Professional Education Program
  • Completed the Certified Kingdom Advisor (CKA®) certification and course work through Indiana Wesleyan University
  • Completed Dave Ramsey's Financial Peace University course

Hobbies

  • Trail Riding, Gaming, Rodeo and Showing Hunters. (1976-2001)
  • American Paint Horse Association (APHA) World Champion (1992 and 1995)
  • Watching my son compete and coach golf, winning more than 100 tournaments. (2009 - present) For more information see www.GraysonGiboney.com
  • Sailing with my husband on our Hunter Legacy 40’ boat in the Puget Sound and San Juan Islands
  • Long walks with our golden lab
  • Hiking with my husband
  • Bible Study Fellowship International
  • Kingdom Advisors Ladies Book Club

Service and Volunteering

  • Sound City Bible Church – Greeting, Reading Scripture, Communion, Women’s Bible Study and Children's Ministry
  • Mars Hill Church- Shoreline Campus - Leader of financial coaching ministry, and Children's ministry teacher (2003-2015)
  • Kings High School Mom's In Prayer
  • Financial Planning Association - Puget Sound Chapter
Schedule your appointment button

CFP Certificate

Elsie Macharia

Intern

Email Address

[email protected]

Elsie is currently a student at the University of Washington, Bothell, studying Business Administration with Accounting and Finance. In the future, Elsie plans to be a financial advisor and a global change agent. She wants to learn how to create innovative financial solutions to help people from all socioeconomic backgrounds understand how to efficiently utilize their finances so that they can achieve their dreams, education, businesses, or basic needs. During her free time, she enjoys hiking, painting, cooking, and braiding hair.

Mira Policani

Administrative Assistant

Email Address

[email protected]

Phone Number

(206) 354-1170

Mira’s education and experience with computers, Microsoft IT, and STEM classes has made her an asset to the team in technical knowledge and understanding of new and developing technologies which pose challenges for client security. When she is not at work, she enjoys art, painting, and spending quality time with her friends outdoors.

Kate Policani

Client Service Coordinator

Email Address

[email protected]

Phone Number

(206) 354-1290

Starting work with Angela in 2017 was the beginning of a new chapter in Kate's life. After many years as a homemaker self-publishing novels, she has found great fulfillment in assisting clients with their financial needs. As a client of Angela's for many years, she has really enjoyed the opportunity to help clients the way Angela helped her family.
Kate's three kids and their success are her top priority. Work that accommodates her family's needs, benefits the community, and improves the lives of those around her is a huge blessing for Kate. She is also thrilled that she can use her writing and computer skills to help the business keep up with the challenges of increasing technological demands.

Our firm

Who We Are

For over 20 years, the Demo financial team has been helping individuals implement time-tested strategies to pursue their financial goals.

Mary Demo [Your Name], CIMA®, AIF®

Financial Advisor

Email Address

[email protected]

Phone Number

(000) 123-4567

Find Me On

As a financial professional and an active member of [his/her] community, [name] is dedicated to helping individuals and businesses build their financial futures. To stay on top of [his/her] field and develop [his/her] professional skills, [he/she] regularly attends industry training and certification programs.

Education, experience and professional affiliations have fostered [name's] practical approach to offering financial services and advice to [his/her] clients. [His/Her] academic achievements include a [degree/College or University]. Maintaining a strong sense of community and a solid professional foundation are also very important to [Name]. [He/She] is involved in [local groups or philanthropic work].[Name] enjoys [one to two personal hobbies, such as travel and vacationing at the beach].

Address

1000 Anywhere St Suite 100
Metropolis, NY 00000

Certificates

CIMA®, AIF®

Licenses

  • Series 7 & 66

Awards

  • Award

Education

  • Education

AR State License

12345

CA State License

12345

David Smith [Your Name], CIMA, AIF, CRPC

Financial Advisor

As a financial professional and an active member of [his/her] community, [name] is dedicated to helping individuals and businesses build their financial futures. To stay on top of [his/her] field and develop [his/her] professional skills, [he/she] regularly attends industry training and certification programs.

Education, experience and professional affiliations have fostered [name's] practical approach to offering financial services and advice to [his/her] clients. [His/Her] academic achievements include a [degree/College or University]. Maintaining a strong sense of community and a solid professional foundation are also very important to [Name]. [He/She] is involved in [local groups or philanthropic work]. [Name] enjoys [one to two personal hobbies, such as travel and vacationing at the beach].

Address

1000 Anywhere St Suite 100
Metropolis, NY 00000

Certificates

CIMA, AIF, CRPC

Licenses

  • Series 7 & 66

Sue Demo [Your Name], CIMA, AIF, CRPC

Financial Advisor

As a financial professional and an active member of [his/her] community, [name] is dedicated to helping individuals and businesses build their financial futures. To stay on top of [his/her] field and develop [his/her] professional skills, [he/she] regularly attends industry training and certification programs.

Education, experience and professional affiliations have fostered [name's] practical approach to offering financial services and advice to [his/her] clients. [His/Her] academic achievements include a [degree/College or University]. Maintaining a strong sense of community and a solid professional foundation are also very important to [Name]. [He/She] is involved in [local groups or philanthropic work]. [Name] enjoys [one to two personal hobbies, such as travel and vacationing at the beach].

Address

1000 Anywhere St Suite 100
Metropolis, NY 00000

Certificates

CIMA, AIF, CRPC

John Demo [Your Name], CIMA®, AIF®, CRPC®

Financial Advisor

Email Address

[email protected]

Phone Number

(000) 123-4567

Find Me On

As a financial professional and an active member of [his/her] community, [name] is dedicated to helping individuals and businesses build their financial futures. To stay on top of [his/her] field and develop [his/her] professional skills, [he/she] regularly attends industry training and certification programs.

Education, experience and professional affiliations have fostered [name's] practical approach to offering financial services and advice to [his/her] clients. [His/Her] academic achievements include a [degree/College or University]. Maintaining a strong sense of community and a solid professional foundation are also very important to [Name]. [He/She] is involved in [local groups or philanthropic work].[Name] enjoys [one to two personal hobbies, such as travel and vacationing at the beach].

Address

1000 Anywhere St Suite 100
Metropolis, NY 00000

Certificates

CIMA®, AIF®, CRPC®

Licenses

  • Series 7 & 66
  • Life, health, and variable insurance

Awards

  • Award

Education

  • Education

AR State License

12345

CA State License

12345

Our firm

Who We Are

For over 20 years, the Demo financial team has been helping individuals implement time-tested strategies to pursue their financial goals.

Mary Demo [Your Name], CIMA®, AIF®

Financial Advisor

Email Address

[email protected]

Phone Number

(000) 123-4567

Find Me On

As a financial professional and an active member of [his/her] community, [name] is dedicated to helping individuals and businesses build their financial futures. To stay on top of [his/her] field and develop [his/her] professional skills, [he/she] regularly attends industry training and certification programs.

Education, experience and professional affiliations have fostered [name's] practical approach to offering financial services and advice to [his/her] clients. [His/Her] academic achievements include a [degree/College or University]. Maintaining a strong sense of community and a solid professional foundation are also very important to [Name]. [He/She] is involved in [local groups or philanthropic work].[Name] enjoys [one to two personal hobbies, such as travel and vacationing at the beach].

Address

1000 Anywhere St Suite 100
Metropolis, NY 00000

Certificates

CIMA®, AIF®

Licenses

  • Series 7 & 66

Awards

  • Award

Education

  • Education

AR State License

12345

CA State License

12345

David Smith [Your Name], CIMA, AIF, CRPC

Financial Advisor

As a financial professional and an active member of [his/her] community, [name] is dedicated to helping individuals and businesses build their financial futures. To stay on top of [his/her] field and develop [his/her] professional skills, [he/she] regularly attends industry training and certification programs.

Education, experience and professional affiliations have fostered [name's] practical approach to offering financial services and advice to [his/her] clients. [His/Her] academic achievements include a [degree/College or University]. Maintaining a strong sense of community and a solid professional foundation are also very important to [Name]. [He/She] is involved in [local groups or philanthropic work]. [Name] enjoys [one to two personal hobbies, such as travel and vacationing at the beach].

Address

1000 Anywhere St Suite 100
Metropolis, NY 00000

Certificates

CIMA, AIF, CRPC

Licenses

  • Series 7 & 66

Sue Demo [Your Name], CIMA, AIF, CRPC

Financial Advisor

As a financial professional and an active member of [his/her] community, [name] is dedicated to helping individuals and businesses build their financial futures. To stay on top of [his/her] field and develop [his/her] professional skills, [he/she] regularly attends industry training and certification programs.

Education, experience and professional affiliations have fostered [name's] practical approach to offering financial services and advice to [his/her] clients. [His/Her] academic achievements include a [degree/College or University]. Maintaining a strong sense of community and a solid professional foundation are also very important to [Name]. [He/She] is involved in [local groups or philanthropic work]. [Name] enjoys [one to two personal hobbies, such as travel and vacationing at the beach].

Address

1000 Anywhere St Suite 100
Metropolis, NY 00000

Certificates

CIMA, AIF, CRPC

John Demo [Your Name], CIMA®, AIF®, CRPC®

Financial Advisor

Email Address

[email protected]

Phone Number

(000) 123-4567

Find Me On

As a financial professional and an active member of [his/her] community, [name] is dedicated to helping individuals and businesses build their financial futures. To stay on top of [his/her] field and develop [his/her] professional skills, [he/she] regularly attends industry training and certification programs.

Education, experience and professional affiliations have fostered [name's] practical approach to offering financial services and advice to [his/her] clients. [His/Her] academic achievements include a [degree/College or University]. Maintaining a strong sense of community and a solid professional foundation are also very important to [Name]. [He/She] is involved in [local groups or philanthropic work].[Name] enjoys [one to two personal hobbies, such as travel and vacationing at the beach].

Address

1000 Anywhere St Suite 100
Metropolis, NY 00000

Certificates

CIMA®, AIF®, CRPC®

Licenses

  • Series 7 & 66
  • Life, health, and variable insurance

Awards

  • Award

Education

  • Education

AR State License

12345

CA State License

12345

About Us

Angela Giboney, CFP Financial Planning Mukilteo WA Seattle Everett Lynnwood Edmonds Snohomish Bothell

    • Angela Jolley, CFP®, CKA®

      Angela is a Certified Financial PlannerTM professional, and Certified Kingdom Advisor®. She has been working in the financial services industry since 1989 and as a Registered Representative since 2001. She lives to worship God. She is passionate about families, hers and yours. She works to use money wisely, recognizing that it is all from God. Angela is committed to becoming a better financial steward and teaching others these skills. She loves finding solutions to problems and is driven to find low cost and optimal results.

      Additional background information is available at SEC’s Advisor Check.

       

      Education

      • Graduate of The College of Financial Planning, CFP Certification Professional Education Program
      • Completed the CKA® through Indiana Wesleyan University
      • Bachelor of Science in Business Administration with a minor in Mathematics with honors from Oregon State University
      • Completed Dave Ramsey's Financial Peace University course

      ​Hobbies

      • Trail Riding, Gaming, Rodeo and Showing Hunters.  (1976-2001)
      • American Paint Horse Association (APHA) World Champion (1992 and 1995)
      • Watching my son play golf winning more than 100 tournaments. (2009 - present)  For more information see www.GraysonGiboney.com

      Service and Volunteering

      • Financial Planning Association - Puget Sound Chapter
      • Sound City Bible Church - Greeting, Scripture Reading, Communion and Children's Ministry
      • Mars Hill Church- Shoreline Campus - Leader of financial coaching ministry, and Children's ministry teacher (2003-2015).
      • Kings High School Mom's In Prayer
      • Bible Study Fellowship

      CFP Certificate

       

      About Aspire Capital Advisors LLC:

      Aspire Capital Advisors LLC. is a Registered Investment Adviser (RIA).  At Aspire Capital Advisors, we’re honored to help you plan, manage and work toward your financial goals. We believe in a personalized, attentive approach to financial planning. We value lifelong relationships with our clients. And we love to see people achieve their dreams. 

       

      AFG Financial also offers:

      Life Insurance Disability Insurance Long Term Care Insurance Fixed and Indexed Annuities through our association with Financial Brokerage Inc. Crump Insurance,  and others.

       

      Administrative Team

      Kate Policani, Client Service Coordinator

      Starting work with Angela in 2017 was the beginning of a new chapter in Kate's life. After many years as a homemaker self-publishing novels, she has found great fulfillment in assisting clients with their financial needs. As a client of Angela's for many years, she has really enjoyed the opportunity to help clients the way Angela helped her family.
      Kate's three kids and their success are her top priority. Work that accommodates her family's needs, benefits the community, and improves the lives of those around her is a huge blessing for Kate. She is also thrilled that she can use her writing and computer skills to help the business keep up with the challenges of increasing technological demands.

           Email Kate

      Elsie Macharia, Intern

      Elsie is currently a student at the University of Washington, Bothell, studying Business Administration with Accounting and Finance. In the future, Elsie plans to be a financial advisor and a global change agent. She wants to learn how to create innovative financial solutions to help people from all socioeconomic backgrounds understand how to efficiently utilize their finances so that they can achieve their dreams, education, businesses, or basic needs. During her free time, she enjoys hiking, painting, cooking, and braiding hair.

           Email Elsie

      Mira Policani, Administrative Assistant

           Email Mira

       

      Schedule and appointment calendly