We’re not just a team. We’re your team.
Take some time and read through our bios. If you want to know more, don’t hesitate to give us a call or send an email. We would be happy to talk with you.
Meet the Team
![](https://abundancellc.com/wp-content/uploads/2021/11/Aaron-H-Cropped.jpg)
Aaron Huey
Senior Portfolio Manager
![](https://abundancellc.com/wp-content/uploads/2021/11/aaron-k.jpg)
Aaron Krasney, CFP®, AIF®
Wealth Counselor
![](https://abundancellc.com/wp-content/uploads/2021/12/Ann-cropped.jpg)
Ann Mallison, JD, MBA, AIF®
Wealth Counselor
![](https://abundancellc.com/wp-content/uploads/2023/10/Brandon-Scott-2023-Cropped.jpg)
Brandon Scott
Client Relationship Manager
![](https://abundancellc.com/wp-content/uploads/2021/11/cheryl.jpg)
Cheryl L. Bartram
Financial Officer
![](https://abundancellc.com/wp-content/uploads/2022/09/Derek-full-e1662757906885.jpg)
Derek W. Varner, CFA
Abundance Investment Committee
![](https://abundancellc.com/wp-content/uploads/2022/08/Gary-Weltmann-awc0803-027-Cropped.jpg)
Gary F. Weltmann, JD
Insurance Counselor
![](https://abundancellc.com/wp-content/uploads/2021/11/geoff.jpg)
Geoffrey P. Caber, AIF®
Abundance Investment Committee
![](https://abundancellc.com/wp-content/uploads/2021/12/Gwen-cropped.jpg)
Gwen Miller
Client Concierge
![](https://abundancellc.com/wp-content/uploads/2021/11/jamie.jpg)
Jamie L. Felker, MAOM, AIF®
Chief Executive Officer, Wealth Counselor
![](https://abundancellc.com/wp-content/uploads/2021/11/Jodi-Johnston-2023-Cropped.jpg)
Jodi L. Johnston
Client Services Manager
![](https://abundancellc.com/wp-content/uploads/2021/12/John-cropped.jpg)
John J. Schaffer, JD, MBA, CPWA®
Wealth Counselor
![](https://abundancellc.com/wp-content/uploads/2021/12/Kennette-cropped.jpg)
Kennette Watson
Client Relationship Manager
![](https://abundancellc.com/wp-content/uploads/2021/11/Laurie.jpg)
Laurie N. Capparelle
Executive Administrator & Client Concierge
![](https://abundancellc.com/wp-content/uploads/2021/12/Martin-Wildy-2023-Cropped.jpg)
Martin A. Wildy, CFA
Abundance Investment Committee
![](https://abundancellc.com/wp-content/uploads/2024/06/Mike-Allison-Cropped.jpg)
Michael Allison, CFA, CFP®
Abundance Investment Committee
![](https://abundancellc.com/wp-content/uploads/2022/05/Morgan-Cropped.jpg)
Morgan Russell
Client Relationship Manager
![](https://abundancellc.com/wp-content/uploads/2021/11/Dick-Cropped.jpg)
Richard F. DeFluri, CIMC, RFC, AIF®
Principal, Wealth Counselor
![](https://abundancellc.com/wp-content/uploads/2022/03/ryan-o-square-2.png)
Ryan Ohlson, MBA
Chief Operating Officer
![](https://abundancellc.com/wp-content/uploads/2022/10/savannahcropped.jpg)
Savannah Reed
Client Services Support Specialist
![](https://abundancellc.com/wp-content/uploads/2021/11/stephanie.jpg)
Stephanie Fink
Executive Administrator
![](https://abundancellc.com/wp-content/uploads/2021/12/Sydney-cropped.jpg)
Sydney Weaver
Client Services Specialist
![](https://abundancellc.com/wp-content/uploads/2021/11/Toner-Corl-2023-Cropped.jpg)
Toner Corl
Retirement Plan Advisor
![](https://abundancellc.com/wp-content/uploads/2021/12/Torrey-Cropped-1.jpg)
Torrey Johnson
Private Investment Specialist
![](https://abundancellc.com/wp-content/uploads/2022/08/Will-Price-awc0803-003-Cropped.jpg)
Will Price
Digital Media Lead
![](https://abundancellc.com/wp-content/uploads/2021/12/Zulfi-1.jpg)
Zulfi Brookens
Client Relationship Manager