Abby joined West Financial Services in January 2015 serving as a senior portfolio manager. In May 2024, she was promoted to the director of portfolio management. Her role at the firm includes oversight of the team of portfolio managers, and portfolio construction, review, and analysis for her client accounts. Abby holds an MBA with a concentration in Investment Finance from Virginia Tech, and a BA in Economics from The College of William & Mary. Her experience in wealth management includes portfolio management, trust administration, and client service, and she is recognized by Five Star Professional as a Five Star Wealth Manager* (2021-2024). Abby lives in Great Falls with her husband