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.

DLautCircle

David Laut

CEO, Certified Financial Planner™

Mark Barrett

Certified Financial Planner™

Mark Burns

Certified Financial Planner™

DHicks

David Hicks

Certified Financial Planner™

LMatenear

Lisa Matenaer

Executive Assistant

Gail Engler

Sr. Operations Associate

Julie

Julie Postier

Operations Associate

Aubrae Opp

Client Services Associate

Natalie

Natalie Wessman

Client Services Associate

Broker_Check

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.

Partners_LPL

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.

WCGClear

Since 1995, The Wealth Consulting Group has partnered with Financial Advisors to provide compreshensive financial planning and sophisticated investment strategies.

SMVClear

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.

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Retirement planning isn’t easy. But it can be straightforward. And it starts with transparency.

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