Co-CEO, Financial Advisor
Abby focuses on working with clients to create long-term, personalized financial plans that solve their individual concerns and helps them reach their goals.
Abby is an Investment Advisor Representative and has served high-net-worth families for eleven years. She earned a BA in Finance from Kennesaw State University. As an Investment Advisor Representative, she has a legal fiduciary* responsibility to act in the best interests of her investment clients.
In her free time, Abby enjoys cheering on the Braves, playing softball, and volunteering for various animal rescue organizations. She lives in Buford, Georgia with her two rescue dogs.
*Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.