Abigail assists in providing critical strategic and operational support to the Firm’s Wealth Advisory team. She creates, implements, and manages workflows to improve operational efficiency and enhance the client wealth management experience. In addition, she helps manage and facilitate client investment transactions.
Abigail has over 9 years of customer service, account management and project development experience. She possesses the ability to ensure accuracy and attention to detail, skills she gained from her previous role as a Revenue Analyst where she managed more than 400 customer accounts on behalf of a Fortune 500 company over 5 years. Having been in a supervisory position, she emphasizes the importance of working together as a team makes is what makes us successful.
Abigail is a Notary Public in and for the state of Wisconsin.