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Angie McCarthy

Owner of SecurEdge Tax Strategies, CFP®, CRPC®, CDFA®
angie.m.mccarthy@ampf.com
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About Angie

Angie has more than 28 years of experience in the finance industry. Her expertise includes employee stock options, family finances, women’s financial strategies, retirement planning strategies, saving for education and divorce financial planning. She works with clients to create an individualized financial plan. She also focuses on the connection between your financial picture and incorporating appropriate tax strategies.

Angie is married to Shawn, together they have three children. In her free time, Angie enjoys traveling and spending time in lakes country. She is a past member of the board of directors for Lake Agassiz Habitat for Humanity and the Plains Art Museum.

Angie McCarthy has ownership in SecurEdge Tax Strategies. However, the firm is not a division or subsidiary of Ameriprise and is not endorsed by or affiliated with Ameriprise Financial. We are not under the supervision of Ameriprise Financial, and are not a broker-dealer or investment advisory firm. Financial planning services including wealth management strategies and protection planning are being made available to our valued clients through a formal referral relationship with Ameriprise Financial. For more information on Ameriprise Financial, visit ameripriseadvisors.com/advisor.

Education

  • Master of Business Communication Certificate, University of St. Thomas, St. Paul, MN
  • Bachelor of Arts, Concordia College, Moorhead, MN

Designation

  • CFP® CERTIFIED FINANCIAL PLANNER® practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor®

Membership

  • ND Collaborative Divorce Planning
  • Million Dollar Round Table, Court of the Table
  • Institute of Divorce Financial Analysts

Contact Us

Our friendly team of experts is here to serve you with your tax and accounting needs. Contact us today!

Address
4160 24th Ave S, Suite 100
Fargo, ND 58104

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  • Accounting
  • Business Advisory