Who We Are

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.

David Laut

David Laut
CFP®

 

David Hicks
Financial Planner

Bekky Vera
Client Operations Associate

Lisa Matenaer
Executive Assistant

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. 

  • LPL Financial
  • The Wealth Consulting Group
  • SmartVestor*

*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.

https://brokercheck.finra.org/
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