Our Team

We've assembled what we think is a group of the brightest and most caring financial planners and investment professionals in the country. They each have an interesting personal story and reason they got into this business. We thought you'd like to get to know them a little better. (take a look at our NAPFA financial planner interview)
Barbara Wolf
Financial Advisor

The reason I got into this profession:
During college, I gradually began to realize that I would be on my own financially very soon. Perhaps it was when I wanted to continue on my college’s equestrian team and my parents refused. Or maybe it was when I wanted to take a year off. That was a “no” too. I remember my father saying, “Every year you wait, college will cost more.”

Rather than pursue law school, my original goal, I went to work and took the job that paid the most money: corporate finance and specifically mergers and acquisitions. At the time, working on those deals was intense but fun. I flew to Europe for meetings, ate in very fancy restaurants, and met board members and senior management from a number of large, publicly traded companies. In order to make the numbers “work” on these deals, I would have to merge various departments at both companies and eliminate the duplication by cutting jobs. When the deals were large, I didn’t know the human beings who lost their jobs as a result of the merger. But when the deals got smaller, I knew the people who were losing their jobs. We worked together. They had families and mortgages. We both knew that they would be losing their job. It was at this point that I didn’t feel right about what I was doing.

Fast forward to 2000. I now have 3 boys and have spent almost 10 years managing a medical practice (nine years too long!!). The economy is about to change and I am looking for a way to use my skills-finance, people and technology. Networking in my community led me to personal investment management and financial planning. Using my skills to help people understand the markets, get organized, and stay on track toward their goals offers me the opportunity to feel good about the relationships I have with my clients. Making smarter financial decisions allows many to live a more balanced life.
One thing I'm doing to help the planet
Commuting to work via train and walking to the train station whenever possible; driving a hybrid car when I must drive; maintaining a 4 drivers sharing 2 cars ratio during the summer months.
Outside of work, my passions include
Skiing, running, spinning, golf and hiking.
One goal I'm saving for
College tuition for my 3 children.
The primary way I'm advancing my career knowledge
I've recently taken and passed the CFP exam.
Essential Planning
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Sort Team by:
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Last Name
Location
Position
Our Team :
David DeWolf
Partner and CFO
Los Angeles

I was on the corporate fast track, working as a CFO—slaving away for The Man but enjoying it because it Meet David >>

Darius Gagne
Partner and CIO
Los Angeles
As far back as I can remember I have been asking questions such as “who are we?”, “why are we Meet Darius >>
Neela Bushnell
Financial Advisor
Los Angeles
My dad created and sold several large companies in the 70's, netting multi-millions of dollars. Through some bad financial advice Meet Neela >>
Greg Aloia
Financial Advisor
Philadelphia
As a young lawyer, I found that the adversarial and confrontational nature of practice was neither in tune with my Meet Greg >>
Zivia Beniflah
Client Service Associate
Philadelphia
As a wife and a mother of five children, my primary role for many years was that of nurturer, caretaker, Meet Zivia >>
Barrett Porter
Financial Advisor and Partner
Los Angeles
One moment that I'll never forget from my childhood was when my mom suggested to my dad that a college Meet Barrett >>
Adam Salas
Trader
Los Angeles
I was very fortunate, and extremely grateful, that my parents were able to pay for my education and allow me Meet Adam >>
Spencer Sherman
Founder and Co-CEO
Bay Area
I grew up in Queens, New York. About 90% of my classmates were Jewish. So when I took Meet Spencer >>
Angela Spirrison
Client Service Associate
Los Angeles
As a very young single mother raising two girls, I didn’t know what to do, so I did anything and Meet Angela >>
Brent Kessel
Founder and Co-CEO
Los Angeles
To understand why I founded Abacus, we need to travel back in time almost two decades. I’m 27 years old, Meet Brent >>
Barbara Wolf
Financial Advisor
Philadelphia
During college, I gradually began to realize that I would be on my own financially very soon. Perhaps it Meet Barbara >>
Ericka Neagley
Client Service Associate
Philadelphia
Ever since I have been working, my jobs have revolved around finance. In high school I sat on the Native Meet Ericka >>
Michelle Dench, CFP®
Financial Advisor
Bay Area
After nearly ten years in the world of corporate banking I felt drained and used up. There was no personal Meet Michelle >>
J.D. Bruce
President, CPA, PFS
Los Angeles
My father was a hippie, so naturally I became a CPA. Being a hippie criminal defense attorney, my father fought Meet J.D. >>
Annemarie Happee
Client Service Associate
Los Angeles
I was raised by a very young, single father. When I was three, my father and I moved in Meet Annemarie >>
Brian Canning
Financial Advisor
Los Angeles
I remember I was 9 years old and racing into my house, ready to open the case that held the Meet Brian >>
Jason Cole
Financial Advisor and Partner
Philadelphia
I took my late grandpa Jesse's advice by majoring in accounting at Penn State. He said "you will always be able Meet Jason >>
Kari Jean Glosser
Director of Advisor Support
Los Angeles
As a young girl, I discovered that even smart people can make bad financial decisions. My father is one of the Meet Kari >>
Kelly Acheson
New Client Steward
Bay Area
Coming Soon! Meet Kelly >>
Charles Kochel
Financial Advisor
Los Angeles
I am a father, husband and friend.

My financial services practice opened in February 1999 managing a successful practice Meet Charles >>
Jessica Lu
Director of Operations
Los Angeles

My identity is deeply rooted in my family history. My grandparents were raised in luxury in pre-communist China. That abruptly Meet Jessica >>

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