Angie Ilko, MBA, CTFA, CDFA®

Angie Ilko partners with individuals and families to align their financial plans with what matters most—their values, goals, and long-term vision. With a relationship-first approach, she takes the time to understand each client’s unique circumstances and family dynamics, allowing her to deliver personalized guidance that evolves alongside their needs. Her goal is to help clients carry out their intentions with clarity and confidence, both during their lifetime and as part of a lasting legacy.

Known for her responsiveness and high-touch service, Angie works closely with clients to navigate complex planning decisions, explain the impact of distributions and withdrawals, and support thoughtful wealth transitions across generations. She is a trusted resource through all stages of life, helping clients preserve what matters most while planning for what comes next.

A Certified Trust and Fiduciary Advisor (CTFA) and Certified Divorce Financial Analyst (CDFA®), Angie brings both technical expertise and a steady, objective perspective to each relationship. She is a graduate of Loyola University Chicago and holds a Master of Business Administration from Webster University. Angie is a graduate of Cannon Financial Trust School and obtained her Certified Trust and Fiduciary Advisor designation in 2018. She is currently a member of the Estate Planning Council of St. Louis and the St. Louis Women in Investments Network, as well as serving on the Finance Committee for Safe Connections and Board of Directors for Women Leaders in Finance STL.