Abe is building something that his client's love. A more personal, service-focused, data-informed, wealth management experience. He has spent the last eleven years discovering what works and what helps his clients sleep well at night.
Abe is a graduate of Columbia University's Holistic Financial Coaching certificate program and is a certified V3 (Virginia Values Veterans) employer. Formerly with MassMutual, where Abe was promoted to Leadership Director and Junior Partner of his 90-advisor firm, he honed his skills as a wealth management advisor. Today, his local, independent firm is brokered by Equitable Advisors, leverages the strength of LPL Financial, and combines the best of what the last decade has taught him about both insurance and investments. Abe also serves on local boards of directors and advisory councils for charities that include the Central Virginia Business Coalition, the Smith Mountain Lake Center, Community Connections (Washington, DC), Smith Mountain Lake Chamber of Commerce, and the Lynchburg Morning Rotary Club. Abe lives in Lynchburg with his wife Emily and their two children.