As an Account Manager, Abbie is responsible for onboarding new clients as well as helping current clients understand their account statements, take distributions, and rollover and transfer funds. Her responsibilities also include preparing account maintenance paperwork and performing other administrative roles around the office.
Abbie earned her bachelor's degree in marketing and management from the University of Kansas. She also maintains her Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.
In her free time, Abbie enjoys cooking, being active and spending time with her friends and family.