Meet Our Team
We’re a diverse and compassionate team of relationship builders, thinkers, and innovators focused on expanding what’s possible with money.
We’ve assembled a group of the brightest and most caring financial planners and investment professionals in the country. They each have an interesting personal story. Explore here to get to know them better.
Board of Directors
Simplify your life with a plan that connects your money to what matters most.
We’re driven by the idea that our best work is born through serving others, bringing genius, listening deeply, speaking with care, and enjoying our time with Abacus.
Snapshot of an Abacan
Build relationships
Dive deep into details
Innovate
Listen
Social & environmental impact
Enjoy
Dad (and Mom) jokes
Barista trainings
Always act in your best interest
Genuinely care
Industry jargon
All the talking
Egos
Ignore our environmental footprint
Sacrifice quality for profits
Status quo
Avoid hard conversations
Burn out
Say ‘no’ to coffee (or tea)
Mandate in-person meetings
Stop learning
Do you want to work for a progressive financial services company committed to making the world a better place?
