Abbey Rollins

Professional experience

Abbey Rollins joined Aldrich Wealth in 2007, after spending five years at a traditional brokerage firm. Abbey’s goal was to focus on personal financial planning, which was not a service valued in the brokerage industry. Shortly after joining the firm, Abbey obtained her Certified Financial Planner™ practitioner designation (CFP®) and greatly expanded the financial planning services at Aldrich Wealth. In her capacity as a Senior Wealth Manager and Director of Financial Planning, Abbey provides guidance to high net worth families, executives and business owners. Individuals in these categories face unique challenges in structuring their savings strategy, maximizing tax efficiency, strategically protecting their wealth and implementing an optimal portfolio allocation. Abbey enjoys working with these clients to create a plan that will achieve their goals. Financial planning is a lifelong process and Abbey appreciates the long-term relationships she builds with her clients.

Educational background

Abbey is also an alum of the University of Oregon Investment Group.