Angela Malley, CPA, CFP

Senior Consultant

How I help . . .

The moment something becomes clear, progress follows. That’s the moment I work for. I listen, distill, connect the dots, and then explain the situation in a way that makes people say, “Oh, now I get it.”

The greatest reward isn’t being the smartest person in the room. It’s helping others feel smart enough to solve the problem themselves. That’s my superpower: taking the complex, and making it simple enough for everyone to move forward with confidence.

"I am growth-minded, collaborative, and always curious. My strength is turning complex challenges into practical solutions."

Q&A with Amanda

What does above+beyond mean to you?

Taking the initiative to not only tackle challenges but turn them into opportunities for impact across our team and our clients.

What is your favorite music?

I am an eclectic listener. My playlists are a mix of everything from electronic tracks to alternative rock, with plenty of twists.

What are you most proud of and why?

I am most proud of creating an intentional and balanced life, one that prioritizes both achievement and well-being.

What is your favorite/least favorite word and why?

My favorite word is "conundrum" because it sounds like what it means.

What activity plays an important part in your life?

Reading is one of the most powerful investments we can make in ourselves. I find that reading gives me inspiration to keep learning and drawing connections between our lives and the world around us.