Meet Our Team

We’re a diverse and compassionate team of relationship builders,  thinkers, and innovators focused on expanding what’s possible with money.

A Team-Based Approach

At Abacus, we work in teams, so you benefit from the enormous wealth of skills, knowledge, and heart that multiple advisors bring. With a robust support system in place, you can trust that someone well-versed in your financial plan will always be here — whether your primary advisor takes a vacation, requires medical or parental leave, or retires. Our team approach ensures you receive the best possible service from us, while our advisors enjoy fulfilling long-term careers.

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.

About Abacus

$ 0 B+
Assets Under Management
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Client Households
0
Years in Business
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Employees
~ 0 %
of employees have ownership stake in the firm
~ 0 %
of owners are women and/or people of color

All Team

Director of Portfolio Management & Trading

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.

Do you want to work for a progressive financial services company committed to making the world a better place?