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
Aaron Huey
Senior Portfolio Manager
Aaron Krasney, CFP®, AIF®
Wealth Counselor
Alex Boeckel
Financial Operations Specialist
Amy Henning
Executive Adminstrator
Ann Mallison, JD, MBA, AIF®
Chief Experience Officer & Wealth Counselor, Abundance
Brandon Scott
Retirement Plan Manager
Brooke Stover
Client Services Support Specialist
Cheryl L. Bartram
Financial Officer
Derek W. Varner, CFA
Abundance Investment Committee
Gary F. Weltmann, JD
Insurance Counselor
Geoffrey P. Caber, AIF®
Abundance Investment Committee
Gwen Miller
Client Concierge
Jamie L. Felker, MAOM, AIF®
Chief Executive Officer, Wealth Counselor
Jodi L. Johnston
Client Services Manager
John J. Schaffer, JD, MBA, CPWA®
Wealth Counselor
Kennette Watson
Client Relationship Manager
Laurie N. Capparelle
Executive Administrator & Client Concierge
Leanna Prinkey
Executive Assistant
Martin A. Wildy, CFA
Abundance Investment Committee
Matt McGloin
Wealth Counselor
Michael Allison, CFA, CFP®
Abundance Investment Committee
Morgan Russell
Client Relationship Manager
Richard F. DeFluri, CIMC, RFC, AIF®
Principal, Wealth Counselor
Ryan Ohlson, MBA
Chief Operating Officer
Savannah Reed
Client Relationship Manager
Stephanie Fink
Executive Administrator
Sydney Weaver
Client Services Specialist
Toner Corl
Retirement Plan Advisor
Torrey Johnson
Private Investment Specialist
Will Price
Digital Media Lead
Zulfi Brookens
Client Relationship Manager