A team approach
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Wealth Advisor
Managing Partner, Chief Executive Officer, and Chief Investment Officer
Analyst
Partner and Wealth Advisor
Abigail (Abby) Rosen is a CERTIFIED FINANCIAL PLANNER™ professional with over ten years of experience in the financial industry. Prior to her career in finance, Abby was an officer in the United States Navy. Abby is responsible for managing client relationships and coordinating all aspects of client service for the team. She graduated with a Bachelors of Arts from the College of the Holy Cross, and received a Master of Science in Financial Planning from Bentley University. She is the Treasurer of the New Jersey Psychological Association Foundation.
Abby lives in Harding with her husband Steve and two children. She enjoys spending time traveling, hiking, camping, and exploring New Jersey with her family. She is a novice gardener with a lot to learn but managed to grow an abundance of Jersey tomatoes last year.
