About Us

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

Administrative Team

Kate Policani

Client Services Manager

Email Address

[email protected]

Phone Number

(206) 354-1290

Since 2017, Kate has found great fulfillment working with Angela to assist clients with their financial needs. As a client of Angela's since 2012, she has an active perspective in the process and has enjoyed the opportunity to help clients the way Angela helped her family.
In 2025, Kate passed the Series 65 Uniform Investment Adviser Law Examination, demonstrating her commitment, hard work, and dedication to expanding her knowledge and capabilities in expanded service to clients. She also enjoys using her writing and computer skills to help meet the challenges of increasing technological demands.

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.