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 playing sand volleyball and spending time with her husband, Bryce, and her dog, Minnie.

What skills do you believe are essential for success in your role?

Attention to detail is a big one in my role! It’s important to carefully review all paperwork and transaction requests to ensure they are processed correctly and on time.