Financial Advisor, LPL Financial
Abe's goal is to assist individuals and small business owners in setting financial goals, helping them to formulate a strategy to address their goals.
Abe earned his Bachelor of Science in Business Administration degree with a major in Finance and Real Estate from the University of Arkansas in 1986. Prior to joining LPL Financial in 2011, Abe acquired 12 years experience in the financial planning industry with AXA Advisors, LLC, and an additional 12 years of experience in the financial services industry,
including consumer finance and asset management, with Associates Financial Services, Commercial Credit Corporation, and the Federal Deposit Insurance Corporation.
Abe earned his CFP® designation in 2005 from the University of North Texas financial planning program. His working knowledge and academic achievements are the foundation for his consultative and thorough approach to financial planning and advice, in the areas of investing, asset allocation, retirement funding, college funding, estate planning, survivorship, and income protection.
Abe and his wife, Cindy, reside in Plano, Texas.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.