Just
Breathe

Financial Peace
of Mind

Invested in
Your Life

Why Work With A CFP® Professional?

Abbey is a CERTIFIED FINANCIAL PLANNER® professional, acting as a fiduciary in the best interest of her clients. As a CFP® professional, she has met rigorous qualifications and adheres to ongoing continuing education standards.

More about the CFP® difference

Our Services

We offer clients the education, guidance and strategies they need to achieve their vision of financial success.

Tell Me More

New Clients

As a private wealth management firm, we engage with a limited number of new clients annually to ensure we can continue to meet to needs of all the clients we serve.

New Client Information
Meet Abbey

Meet Abbey

I learned a long time ago that what brings me joy is seeing my clients rise to meet and surpass their goals. More than my personal experience, I remember the people—my clients. The ones who I get to see retire with peace of mind, the ones who fought their way out of debt, the ones who earned degrees and found careers they loved, the ones who learned to budget and save. 

It's not work, it's what I love to do. 


Our Passion… is YOU 

Everyone has unique financial circumstances - past, present and future.

It is our goal to guide you through all seasons of life and give you the confidence you need to not only meet, but to surpass your goals.

At Countryside, we walk alongside you through whatever life brings.

Fiduciary  fi·du·ci·ar·y, noun

From the Latin fiducia, meaning “trust”, a person or business who has the power and obligation to act for another under circumstances which require total trust, good faith and honesty

-Dictionary.law.com