ANGIE HALVERSON
Angie’s roll-up-your-sleeves, get-it-done mentality makes her an invaluable part of the Full Swing Financial Planning team.
With more than 13 years of industry experience, Angie brings deep operational knowledge, organization, and attention to detail to every client interaction. Clients know that when they speak with Angie, things move forward. She is dependable, thorough, and committed to ensuring every transaction is handled accurately and efficiently.
As a Client Service Specialist, Angie works closely with Co-CEO and Financial Advisor Cole Jaeschke to process paperwork, execute transactions, and support the implementation of comprehensive financial plans. Her disciplined work ethic and ability to manage moving pieces behind the scenes help ensure clients receive seamless, high-quality service.
Angie is known for her strong sense of responsibility and commitment — both in the office and at home. She balances a demanding professional role while raising her daughters, modeling resilience, dedication, and consistency in everything she does.
Outside of work, Angie enjoys spending time with her family at Lake Okoboji, attending Iowa Hawkeye football games, and traveling with her daughters.
Quote: “Challenges are what make life interesting, and overcoming them is what makes life meaningful.”