Director of Professional Alliances & Client Relations
Angela Hooper joined the firm in 2006 and has held prior positions as the Director of Funding and Tennessee Probate and Settlement Paralegal. As the primary contact for our financial advisors and clients she is the daily liaison of the organization. Providing strategic client direction and managing client expectations is an additional aspect of her position and she ensures that both Financial Advisors and clients receive what they need.
We believe that the estate planning process goes far beyond trust documents being signed, so we are here to help clients navigate through the Funding, Updating, and Settlement processes that come months, and oftentimes years, after the trust is put in place. Angela uses the vast knowledge she has acquired over the many years she has worked with the firm to assist clients with these tasks. She spends a great deal of her time answering questions that clients may have about the plans they have put in place and overseeing firm-wide efforts to service our clients’ ongoing needs. She is also responsible for establishing and fostering relationships with financial advisor offices, and coordinating the many hours of education we provide that supports advisors in better assisting their clients by identifying and helping them achieve their estate planning goals
Angela’s professional career spans over 20 years and began in the chemical industry’s human resources department at Ciba Specialty Chemicals (now BASF) where she reported to the Vice President of North American Finance and the Vice President of Human Resources. She held responsibilities as internal auditor, quality coordinator and internal communications specialist for the McIntosh, Alabama facility.
Angela attended Alabama Southern College in Thomasville, Alabama. She is married to South Holston River Lodge’s Head Guide and Assistant General Manager, Jon Hooper. Therefore, when she is not spending time with her three children and four grandchildren, you will find her sharpening her fly-fishing skills on the Tailwaters of East Tennessee.