Derek Miller
How I’m expanding what’s possible with money As someone new to finance, investing, and wealth management, I’ve become a dedicated student at Abacus. I’m learning the best ways to align my lifestyle with strategies that will make a bigger impact on my financial future. Actions like opening a high-yield savings account, contributing to my 401(k), […]
Kate Sumner, CFP®
My Story I sat nervously, my nine-year-old feet not reaching the floor, in the back room of a strip mall music shop. My hands held drumsticks for the first time. I wasn’t sure what to make of Marge, my new teacher. After a brief lesson on grip, it was time to play. In front of […]
Rose Brink-Capriola, CFP®
My Story While completing my undergraduate degree in international business and finance, I became interested in microcredit lending in agriculture. I saw the good that could be accomplished by giving individuals access to capital. After college, I traveled the world working in regenerative agriculture and biodynamic viticulture. I fell in love with a model of […]
Stacie Rasmussen
My Story We didn’t know what we didn’t know. For over a decade my husband was a well paid screenwriter in Hollywood. I was a stay-at-home mom for my son. Times were great and we thought we knew what we were doing. We felt wealthy and financially secure. Suddenly, the climate in Hollywood changed and […]
Lauren Boyes
My Story If I could go back in time and visit my past self in early 2020, I would have told her this: the entire world is about to shut down due to a pandemic; buckle up in 2021 because you’ll give birth to a sweet baby boy; and in 2023, you will be a […]
Barrett Porter, CFP®
The reason I got into this profession: One moment that I’ll never forget from my childhood was when my mom suggested to my dad that a college trust fund be set up for my sister and me.
Jana Davis, CFP®
My Story My entry into the financial planning world came more from a place of panic than a career ambition. My partner came home one day and expressed the desire for us to own a house. As one of those people labeled frugal at a young age, my instinctive response was, “Are you crazy?” My […]
