Abby leads the financial planning department at Verum Partners and joins the firm founders as a member of the advisory team. A lover of problem-solving and organization, she’s been known to get excited about spreadsheets and tax returns, and enjoys helping clients make sense of the numbers.
Abby & the Verum team work with many families who own complex financial assets, such as restricted stock, concentrated stock positions, closely-held businesses, real estate, and private equity interests, all of which add an additional layer of intricacy to a family’s financial life. Abby helps integrate those assets into a client’s overall financial plan and decision-making around saving, major purchases, charitable and family giving, and retirement planning. As a Certified Exit Planner, Abby has additional training in helping business owners plan for an exit from their business. She acts as a guide through that complexity so that families can spend more time on the “life” part of work-life balance. Money is personal, and Abby believes a financially successful life looks different for every family, which is why a customized, holistic approach to financial planning is so important.
Abby and her husband, Patrick, have one son, Luke. They live in Charlotte with their two pups, Jake and Charlie. Abby is a member of Uptown Church, the FiA nation and the local CrossFit community. She enjoys photography and is a self-declared “extreme hobbyist” – her favorite subjects are landscapes and small children (she enjoys a challenge). When not on the go, Abby can be found reading on her back porch, trying a new recipe, enjoying a meal with friends, or planning her family’s next trip.
At Verum Partners
Director of Financial Planning
Financial Planning Committee – Co-Chair
Carolinas Investment Consulting – Financial Planner
Highline Wealth Management – Senior Analyst
Education & Professional Designations
B.S. Virginia Tech – Finance
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Certified Exit Planner (CExP™)
Charlotte FPA NexGen – Member
Business Sorority – Assistant Director, Uptown Chapter
Uptown Church – Member