Anne Marie says “it’s not about me” is one of our cultural norms that resonates most with her. Surprising? How could it be?
We haven’t seen any official research, but we believe the drive to help others can be part of a family’s DNA. Just look at Anne Marie’s background. Her grandfather, father, brother, mother—and Anne Marie herself—have served the same fire department in her New Jersey hometown. The guys as firefighters, mom as a dispatcher, and Anne Marie as an EMT on the first-aid squad. (Yes, we feel safe around her.)
“No two days at Abacus are the same. I love that. But one thing that never varies is our commitment to stand behind—not in the way of—clients pursing their passions based on their outlook, not ours.”
- B.S. in Business, Virginia Tech – Finance Major with Concentration in Financial Planning
Leadership & Community
- Institute for the Fiduciary Standard Member
- Financial Planning Association Member
- Greenville Estate Planning Council Member
- National Association of Personal Financial Advisors (NAPFA) Member; South Region Board Member, 2020 - present
- NAPFA Foundation Programs Committee, 2023 - present
- New Horizon Family Health Services Board of Directors Member, 2024 - present
- Clemson University Financial Planning Program Advisory Board Member, 2019 - 2022
- Greenville Chamber of Commerce Opportunity Greenville Participant, Fall 2018