As Office Manager at Optima Asset Management, Angela Wilson plays a central role in both daily operations and client service. She welcomes clients and prospects with warmth and professionalism, supports the financial planning process, and helps the office run efficiently. Her responsiveness and commitment to client care help create the welcoming, trustworthy environment that defines the firm.
Angela’s nearly four decades of professional experience include several finance-related roles in the banking, telecommunications, and IT industries. Since joining Optima in 2017, she has blended her financial acumen with a service mindset, contributing meaningfully to both internal operations and client relationships.
A graduate of Baylor University with a degree in Finance, Angela is known for her attention to detail, team spirit, and unwavering integrity. Outside of work, she’s actively involved in her church, volunteers as a Special Olympics coach, and enjoys cheering on the Dallas Mavericks, University of Oregon, and Baylor athletics. Angela also loves traveling, specifically to the Pacific Northwest, being outdoors, and spending quality time with her beloved husband, children, and friends.
