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.
Meet the Abound Financial Team
David Laut
CEO, Certified Financial Planner™
David Hicks
Certified Financial Planner™
Michael Carroll
Relationship Manager
Jena Miller
Client Services Manager
Samuel Smith
Client Services Associate – Granite Bay
Kristin Waters
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.
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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.
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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.