Advisor Profile

Abby brings multiple years of experience in financial planning and advising, with a holistic, client-centered approach at the core of every plan she creates. She is a CERTIFIED FINANCIAL PLANNER® professional, who is knowledgeable in all areas of financial planning and works closely with clients to understand their full financial picture—integrating both short- and long-term goals into personalized strategies that support what matters most to them. 

Her career began at a financial advisory firm in Rockford, where she developed strong technical skills and real-world experience. There, she supported individuals and families in building clarity and confidence around their financial decisions through comprehensive planning, charitable giving strategies, Social Security optimization, tax planning, and more. 

Abby believes financial planning is a personal journey and meets each client exactly where they are, providing a judgment-free space and building plans that evolve with them over time. At its core, her work is about long-term support, trust and empowering clients to make confident decisions. 

Outside of work, Abby is committed to giving back and staying engaged in her community, and enjoys spending time with her fiancé, Ryan, and their goldendoodle, Koda. She stays active in local sand or indoor volleyball leagues year-round and enjoys traveling, fashion, and quality time with family and friends.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP®
• Series 65
• Leadership Rockford

EDUCATION

• B.S., Finance Concentration, Rockford University