Meet Abbey

I understood early on that being an advisor is about a relationship, not a transaction.  Being a trusted advisor to my clients is a responsibility I take very seriously and find very rewarding.

I have over 25 years of experience in the wealth management industry managing investment portfolios and advising clients not only how to invest, but how to align their money with their goals, their families, and their priorities.

I am a Certified Financial Planner (R) (CFP(R)) and serve as a fiduciary to my clients.  As a fiduciary, I am legally bound to do what is in my clients' best interest.  

When I am not advising clients, I love spending time on my Hobby Farm raising chickens, reviving my garden, and enjoying the outdoors.  

I also enjoy time at the lake with my family and piloting small aircraft.