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. 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 allocat