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)
Kelly Acheson
New Client Steward

The reason I got into this profession:
Coming Soon!
Essential Planning
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Sort Team by:
First Name
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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