For two and a half decades Abe has been putting his passion to work helping people transform their financial lives. A successful entrepreneur in many ventures, he is a highly sought-after advisor, educating clients of all economic stages. Seasoned business owners & executives seek his help and advice – for their employees through his powerful Money 101 Financial Fundamentals program, and for themselves, to protect and grow what they’ve spent their whole lives building.
Business leaders have the toughest job in all the American landscape – being good stewards constantly pulled by competing priorities. Leveraging his unique experience, Abe helps them navigate scaling & growth, maturing, & successful exits. Each stage requires prescient insights, strategies, advice & support in executing a holistic financial plan tailored to preserve what they’ve built for their families and their legacy.
Protecting, preserving and growing what they’ve spent a lifetime building is his pursuit and passion. Abe & his team utilize tax strategies and planning, risk management and estate planning strategies toward these goals.
Abe received his BS in Business Management from Colorado Christian University. He and his wife raise their family in the Denver area, while serving clients throughout Colorado & surrounding states. For over 10 years, Abe and his family have proudly supported All-Stars Club, a nonprofit dedicated to helping friends with special needs (allstarsclub.org), as well as other local charities.