After graduating from the Financial Planning and Wealth Management program at Virginia Tech (Go Hokies!), Abby began her career in the Washington, D.C. metro area at an 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 dedicated Financial Planner, 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 role as Financial Adviser, while also serving the firm as a member of the Board of Directors and overseeing the Internal Finance function.

As an Adviser, Abby specializes in financial planning for concentrated financial assets such as restricted stock awards and stock options, highly appreciated company stock, closely held business interests, real estate, and private equity interests. A lover of puzzles, organization, and flexibility, she enjoys helping clients figure out how to plan for those assets and make decisions 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, balancing a vision for their legacy with personal financial security.

Abby and her husband have two young sons that keep them busy. An avid cook, Abby uses her gifts to serve as a meals ministry coordinator and sits on the Mercy Team at Uptown Church in Charlotte. 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).