Angie Lockwood, CPA
Angie Lockwood, CPA is Vice President of Operations at Hefty Wealth Partners. She is responsible for overall operational efficiencies and technology integration, as well as the execution of the firm’s strategic initiatives driving growth and profitability.
Angie, a Certified Public Accountant, most recently was Chief Financial Officer for DeKalb County Central United School District, where she managed a $50 million annual budget and also directed the human resources and technology functions for over 500 employees. While there she was recognized as one of the the Indiana Association of School Business Officials top Business Official of the Year. She boasts more than 25 years of experience in the workforce, having begun her career in public accounting as an external auditor, moving into the insurance industry to work in the areas of internal audit, management reporting and mergers and acquisitions. While working in the mergers and acquisitions area, Angie led teams through both technology systems and business process conversions.
Angie holds a Bachelor of Science degree in accounting from Butler University where she graduated with honors from the Butler College of Business. During her time at Butler University, Angie held various leadership roles including Vice President and Treasurer of Alpha Phi Sorority and was recognized as one of University’s "top 100 most outstanding students".
She is a member of the Indiana CPA Society, the American Institute of Certified Public Accountants and is a Chartered Global Management Accountant.
Angie has a passion for community involvement and engagement and strives to help organizations work together for a common purpose. She is past president of the DeKalb Health Board of Directors where she served for eight years and currently serves as the President of the DeKalb Health Foundation Board. Angie is also the Vice President of the DeKalb Central Schools Building Corporation, and a member of the YMCA Board of Directors and community collaboration committee. She serves as a member of the United Way Women’s Leadership Council and the DeKalb Central Alumni Foundation Board of Directors.
Angie is married to Doug Lockwood, the Branch President of Hefty Wealth Partners and they have two adult sons. Chase is a graduate of IPFW with a degree in physics and Grant is currently attending the United States Military Academy at West Point. Angie recently completed her first 5K Warrior Dash "mud run". In her free time, Angie enjoys traveling, snow skiing, playing golf and tennis, playing games and cards with family and friends, and walks with Ranger, her golden retriever puppy.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.