Angela K. (Angie) Shea, CPA brings over 20 years of professional experience to the Firm. This includes work in public accounting, involving attest services, tax preparation and financial planning for individuals and small businesses. She has been a CPA since 1991. She obtained a Securities License in 2005, and has been Insurance Licensed since 2007.

Angie attended Lebanon Valley College, and earned a Bachelor of Science in Professional Accountancy from Penn State (1989).

Her career path began in Lebanon with Steiner, Faren & Monchik in 1985. She joined James J. McCarthy, CPA in 1987 as Staff Accountant, working her way into partnership as McCarthy Shea, PC. She became a Registered Representative of H.D. Vest in 2005, gaining experience in investment, advisory and financial planning services.

Shea lives in Mt. Gretna with her husband and three daughters.

For more information, please call the Lebanon office at 717.274.5600.

IMPORTANT NOTE: Angela Shea is a registered representative with the following registrations 6, 63, 7 and can transact business with clients in PA. Angela Shea is also an investment adviser agent licensed in PA. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Such an offer can only be made and Angela Shea can only conduct business in states where Angela Shea is registered to conduct business. Any communication with a prospective client shall be conducted by Angela Shea only if she is registered in the state where the prospective client resides. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.