Client Relationship Manager
Years of experience: 18+
Designations and Certifications: Certified Plan Financial Advisor (CPFA)
Education: The College of William and Mary, B.S., Psychology
Areas of Expertise: Client Service, Financial Planning Assistance, Retirement Plan Support
Speaking Topics: Asset Allocation, Rollovers, Retirement Income Needs
Abby is a key member of WFG’s client service team assisting advisors in establishing and maintaining 401(k) client service plans. She is responsible for onboarding new clients by creating client record keeping systems, managing communications and paperwork, and establishing key client deliverables under the WFG service model. Abby is also responsible for preparing client Fiduciary Investment Reviews (FIR) and plan reports. With a passion for training and education, Abby manages The Plan Sponsor University (TPSU) programs and the Fiduciary Training Series for WFG.
Fun Fact: Abby volunteers as an Usher at Wolf Trap National Park for the Performing Arts in the summer and at The Alden Theater, McLean Community Center during their regular season.
Personal Information: Abby lives in McLean, VA and is an active member of the Northern VA Chapter of Delta Gamma and the Northern VA Alumnae Panhellenic Association.