Angie Rosson, QPFC

Designations and licenses

Angie holds the Qualified Plan Financial Consultant designation.

Experience and education

Angie is an experienced leader in defined contribution plan services, with a background in guiding teams of analysts to help deliver accurate, timely and client-focused support. She specializes in translating complex retirement plan data into clear insights that support plan sponsors and participants.

Her experience includes leading and developing high-performing analyst teams, overseeing data analysis and reporting and helping to ensure compliance with regulatory and operational standards for defined contribution plans.

Angie has a bachelor’s degree in marketing from Park University and a master’s degree in business management from Baker University.

Accolades

Angie was recognized as an All-Star Advisor in 2016-2017 and was recognized as a Rising Star Advisor on the National Association of Plan Advisors’ list of Top Women Advisors from 2018-2021.

Personal interests

Angie is an avid fan of the Kansas City Chiefs and Kansas City Current along with her daughter’s high school and club soccer teams. She enjoys traveling with her husband and daughter, unwinding with a good book or puzzle, planning fun outings with friends and family and going on walks with her spoiled dog, Maverick. Angie serves on the LSW Booster Club board facilitating programs that support their scholarship program.

Angie’s Office

NAPA Top Women Advisors: Advisors are typically recognized by the National Association of Plan Advisors (NAPA) in the 4th quarter of each calendar year based on nominations submitted by NAPA Firm Partners each year.

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