Pioneer Wealth Management Group
Angella Welcome, CFP®, currently serves as a Wealth Advisor Associate at Pioneer Wealth Management Group since April 2024. Previously, Angella was the Head of Marketing at Kestra Investment Management from September 2022 to December 2023 and held the position of Channel Marketing Manager for Campaigns at Dimensional Fund Advisors from February 2018 to September 2022. Angella's experience also includes business development at Thornburg Investment Management and client services at RBC Wealth Management. Earlier in the career, Angella taught English as a Second Language in French public schools. Angella holds a Master of Business Administration from UNM Anderson School of Management and a Bachelor's Degree in French Language and Literature from the University of Nevada-Las Vegas, complemented by a minor in Piano Performance.
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Pioneer Wealth Management Group
We are a fee-only financial planning firm, helping individuals and small businesses accomplish financial objectives. Our services include: comprehensive financial planning, investment management, tax planning, college planning, estate planning, insurance planning, cash flow management. Pioneer Wealth is committed to guiding our clients through all financial issues so they can live a life free from the stresses and worries of finances. Our mission is to help create a comfortable and trusting environment for those whom we serve.