Ann Mallison’s prior experience includes roles in finance, marketing, recruitment, customer service and law. She has worked as a financial analyst for Fortune 500 companies and spent ten years employed in higher education. At Abundance, Ann utilizes her talents to serve clients in matters of financial planning, investments, retirement plans, captive insurance and matters of … Ann Mallison, JD, MBA, AIF®
Born and raised in New Jersey, Aaron grew up in the financial planning industry working at his father’s firm. College internships at TD Ameritrade Institutional further solidified a career path in financial services that culminated in Aaron earning his CERTIFIED FINANCIAL PLANNERTM designation in 2019. With experience at financial planning firms in Florida and Pennsylvania prior … Aaron Krasney, CFP®, AIF®
With two decades of experience in the financial services industry, Jamie Felker is resourceful in creating an environment of success—for the company and its clients. He advances the mission of Abundance by overseeing the performance of the organization. The graduate of a highly regarded training program related to systemic and sustained process improvement—Six Sigma—Jamie’s specialty … Jamie L. Felker, MAOM, AIF®
The founder of Abundance and architect of the holistic method of serving his clients (known as the Six Steps of Wealth Wisdom), Dick DeFluri is peerless in his knowledge of estate planning, asset protection, and sound wealth management. Connected to a vast network of individuals and organizations, Dick is a nationally respected financial services leader. … Richard F. DeFluri, CIMC, RFC, AIF®
Geoff Caber has extensive experience in the areas of portfolio construction, qualified plan management, technical analysis, and in the structure and management of individual bond portfolios. He is a co-founder of Investment Research Partners, a sub-advisor to Abundance, and has worked in the financial services industry since 1992. As a member of the Investment Committee, … Geoffrey P. Caber, AIF®