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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)
Thanks for your interest in contacting Ericka!
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Ericka Neagley
Contact Ericka
Client Service Associate

The reason I got into this profession:
Ever since I have been working, my jobs have revolved around finance. In high school I sat on the Native American Board of Affairs and in college I worked as a financial aid representative before moving on to banking. I enjoy the challenge of managing money and realize many people from all different backgrounds struggle to make sound financial decisions. I personally experienced life from both ends of the financial spectrum. My family was for the most part well off when I was younger, but as time went on we struggled and I came to understand what financial hardship meant. Going through those times has helped me to understand how and why people make the financial decisions they do. It also drove home the importance of properly managing your money.

At the time I married my husband we were living in a small town in Connecticut. We decided our futures would be brighter and our lives enriched by making a move to the city of Philadelphia. Given that neither of us had ever lived in a city of any size before, I knew the adjustment would be a challenge. Without steady work in place we took our tax refund and moved into an apartment and began our new life. Taking that risk was exhilarating, terrifying, and rewarding. My financial experience enabled me to join the Abacus team and begin to build my career in an environment that promotes personal and financial growth. I now have the opportunity to help others grow financially as well as give back to my community. The journey to Philadelphia and Abacus has been a great reward for the risk we took two years ago. I come to work every day with a willingness to tackle the challenges and opportunities of my job.
One thing I'm doing to help the planet
Filtering my own water rather than buying plastic bottled water.
Outside of work, my passions include
Running, reading, cooking, antiquing, decorating.
One goal I'm saving for
My first home.
The primary way I'm advancing my career knowledge
Studying for the Series 65 exam.
Essential Planning
Essential Planning makes honest, objective financial planning advice affordable to people with less than $1 million in investments (even those with $0) by charging a low monthly retainer for quarterly financial checkups with a licensed Certified Financial Planner. Learn more. Sign up for a free 15
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Sort Team by:
First Name
Last Name
Location
Position
Our Team :
David DeWolf
Financial Advisor and Partner
Los Angeles
David provides wealth strategy for a select group of successful executives and business owners undergoing transitions; he ensures that the 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 >>
Janine Sternleib
New Client Steward
Bay Area
In 1985, I graduated from Oberlin College with a degree in English literature. I knew nothing about business and Meet Janine >>
Michael Heller
CCO and Internal Counsel
Los Angeles
I was four years out of law school (yes, I'm one of those) and, after spending countless hours conducting research and Meet Michael >>
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
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
Client Service Associate
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 >>
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