Abby is passionate about empowering clients in their relationships with money. She helps her clients feel comfortable with their financial decisions by acting as a fiduciary advisor who oversees their complete financial picture, leading them down a path to success. Abby specializes in financial planning for:
- Engineers, architects, and other STEM professionals looking to plan for the next big purchase, a growing family, college funding, travel, or retirement
- Business owners (or those headed that way!) looking to build wealth by successfully navigating complex financial questions around tax planning, net worth diversification, and the eventual exit from their business
She works with clients all across the country and offers the flexibility of virtual meetings.
Originally from Virginia, Abby graduated with a bachelor’s degree from Virginia Tech (Go Hokies!) and is a Certified Financial Planner™ professional. She joined CIC in 2015 after spending several years with a wealth management firm in the Washington, D.C. metro area, where she served high-net-worth families and institutions.
Abby is a member of Uptown Church, Charlotte’s FPA NexGen chapter, and Business Sorority. She and her husband Patrick, a fellow VT Hokie and mechanical engineer with Duke Energy, live in South Charlotte with their two Australian shepherds, Jake & Charlie. In her free time, Abby enjoys photography, CrossFit, gardening & cooking, exploring new places (especially restaurants), and spending time with family and friends.