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.

All Team

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

What We Do
  • Build relationships
  • Dive deep into details
  • Innovate
  • Listen
  • Social & environmental impact
  • Enjoy
  • Dad (and Mom) jokes
  • Barista trainings
  • Hogwarts houses
  • Always act in your best interest
  • Genuinely care
What We Don't Do
  • 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?