After graduating from the CFP® Certification Education program at Virginia Tech, Abby began her career in the Washington, D.C. metro area at an independent advisory firm where she worked with high-net-worth families and institutions in a team-based environment. Learning both the service and advice aspects of the financial advisory business from top to bottom was the initial spark that lit her entrepreneurial interest. Abby’s move from D.C. to Charlotte brought her to a more specialized role as a Financial Planner at Carolinas Investment Consulting, a consultative position she held for nearly four years. Now a Founding Partner of Verum, Abby brings the skills and knowledge born of those years to bear in her roles as Adviser and Head of Client Service/Advice, while also serving as Director of the financial planning department.
As an Adviser, Abby works with many families who own concentrated financial assets such as highly appreciated company stock or stock options, closely held business interests, real estate, and private equity interests, all of which add an additional layer of intricacy to a family’s financial life. A lover of problem-solving, organization, and flexibility, she enjoys helping clients integrate those assets into their long-term financial plan and navigate decision-making in the day-to-day. As a Certified Exit Planner, Abby has additional training in helping business owners plan for an exit from their business.
Abby and her husband, Patrick, have two young sons that keep them busy. An avid cook, Abby uses her gifts to serve as a meals ministry coordinator on the Mercy Team at Uptown Church. In her free time, she can be found preparing and enjoying a meal with friends, reading historical fiction or theology, gardening, and spending time outdoors (with hiking shoes and camera gear in tow).
At Verum Partners
Financial Adviser
Head of Client Service/Advice
Director of Financial Planning
Financial Planning Committee – Chair
Board of Directors – Member
Previous Experience
Carolinas Investment Consulting – Financial Planner
Highline Wealth Management – Analyst, Senior Analyst
Education & Professional Designations
B.S. Virginia Tech – Finance
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Certified Exit Planner (CExP™)
Additional Information
Foundation for the Carolinas – Cabinet of Professional Advisers (2020-2022)
Business Sorority – Assistant Director, Uptown Chapter (2018-2022)
Uptown Church – Meals Ministry & Mercy Team (Current)
