Abound Financial
We’re real people, with real families, and real financial concerns just like you. We value trust, simplicity, and service. And we’ll work hard to help you cultivate a thriving, vibrant life that allows you to live abundantly – now and in the future.
OUR MISSION
“Pursuing God’s character in Wealth Management”
Meet the Abound Financial Team
David Laut
Chief Investment Officer, CFP®
David Hicks
Lead Financial Planner, CFP®
Jena Miller
Client Services Manager
Samuel Smith
Assistant Financial Planner – Granite Bay
Kristin Waters
Client Services Associate – Chico
Grant Joyner
Client Services Associate – Chico
Grace Martinelli
Executive Assistant – Granite Bay
Kaylin Valencia
Executive Assistant – Chico
In Good Company
Beyond our knowledgeable team, Abound has curated relationships with advisors in related disciplines – such as legal, tax and insurance professionals – to broaden your knowledge resources. For all of the financial, transactional and policy details that drive your path to abundance, Abound is the hub on a wheel that will move you toward your goals.
In addition, we maintain close ties with partners who bring specialized wealth planning and management experience to the table.
The nation’s largest broker dealer* to independent financial advisors, providing an investment and technology platform for more than 16,000 financial advisors in the USA.
*As reported by Financial Planning manazine, June 1996-2021, based on total revenue.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of WCG Wealth Advisors, The Wealth Consulting Group, Abound Financial or LPL Financial.