Sterling News

We are excited to welcome AJ Sinclair and Jordan Walts to the Sterling team this summer.  They will be interning for us as they learn the important role of financial planning and assisting us in servicing our clients this summer.  AJ will be starting his Junior year at SUNY Brockport this fall.  He is pursing a B.S. in Business Administration and plays soccer for the school.  Jordan will be graduating in December from SUNY Fredonia with a B.S. in Finance. She, too, is an avid soccer player. They are both wonderful additions to the team.    

“Income planning helps clients visually understand where their retirement income may be coming from year to year and how we can manage future issues through the retirement years,” says Renna.

Angela has earned the Retirement Income Certified Professional® (RICP®) professional designation from The American College, Bryn Mawr, PA. The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. This has been a focus in Angi's practice for years and she looks forward to further assisting clients in this area of expertise. Congratulations, Angi!