Abby is one of our Client Service Associates. She joined our team in June 2025 following her internship with us. She is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model. Abby is a Financial Paraplanner Qualified Professional SM (FPQP®).
Originally from Raleigh, she enjoys spending time outdoors, staying active, and discovering new places and experiences. She values spending quality time with her family and friends.
