As the first point of contact for our firm, Abi is dedicated to ensuring that every client interaction begins with a professional and welcoming experience. Whether she is greeting you at our front desk or assisting over the phone, her focus is on providing high-touch service and ensuring your needs are met with efficiency and care.
In her role, Abi manages our multi-line communication systems and coordinates directly with our financial advisors to streamline your scheduling and appointments. Beyond the front office, she plays a key role in our marketing support, helping to manage the client communications and digital touchpoints that keep you informed.
Originally from Massachusetts, Abi is a graduate of Coastal Carolina University and now resides in West Hartford. Her proactive approach to office operations and her commitment to detail play a vital role in maintaining the high standards of service and professional identity our clients expect.