Focus: Insurance Strategies, Investment Strategies
Abby, who is a Nashville native, came to Capital Financial Group in 2010 after working for a comprehensive financial planning firm based in Washington D.C. Her work with the firm includes comprehensive financial planning for individuals and business owners.
Abby is deeply committed to providing her individual and business clients with the guidance, personal service and dedication to excellence that can help them achieve the long term financial results that they expect and deserve. She often relates to the financial pressures and demands of her clients and is especially adept in helping them to develop strategies and solutions for budget issues, insurance and investments needs as well as concerns such as debts repayment and saving for retirement.
Abby endeavors to engender trust and respect of her clients. Her love of meeting new people and being a good listener helps her to develop strong relationships with her clients for the long term.
Trinity University, BS in Business and Art History
FINRA Series 6, 7, 63, 65
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