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Abby is our team’s Operations Manager. She is responsible for ensuring that our technology and operations systems run at optimal efficiency and assisting our management team with the research, selection, and implementation of process improvements to increase our team’s productivity and elevate our client services. Abby also manages our firm’s cyber security training program and works with our technology vendors to monitor our computer network for potential security threats. Abby is also responsible for working with our technology vendors, such as Charles Schwab, T.D. Ameritrade, eMoney, Tamarac, DocuSign, and Morningstar to make sure they are providing the support our team needs in order to provide the highest quality of services for our clients.
Prior to joining PFA, Abby worked at Capitas Financial Insurance Agency as an underwriting case manager and ongoing service coordinator. Abby received her Bachelor’s in Business Management degree from Missouri Baptist University. Abby has earned her Financial Paraplanner Qualified Professional® certification and is currently working on completing the requirements to obtain the CERTIFIED FINANCIAL PLANNER® designation.