Abby recently rejoined Wealthspire as an Assistant Vice President in Finance, supporting the firm’s controller and Chief Financial Officer by handling billing, integration activities, and project management.
Previously, she had been with the firm since 2003, holding multiple roles over the years, including human resources, compliance, and operations. She brings 20 years of insurance and wealth management back-office experience to the firm.
Outside of work, she enjoys spending time with her family, hiking, camping, and paddle boarding.
- Compliance Analyst at Baker Tilly US, LLP
- Vice President, Human Resources at Wealthspire Advisors
Education & Credentials
- BS, University of Wisconsin – Madison, Consumer Science
- MBA, University of Wisconsin – Whitewater
- SHRM – Senior Certified Professional
- Series 66 license
- WI Life & Health Insurance License