Abby joined Bartlett Wealth Management in 2026 as a Financial Planning Associate in Cincinnati. As a Financial Planning Associate, Abby assists the financial planning team with retirement and tax projections, client plan updates, and other planning initiatives as needed. Abby is passionate about helping individuals and families gain the confidence they need to achieve the financial freedom that they’ve worked so hard for, especially as they approach retirement.

Abby earned her Bachelor of Science in Finance with a concentration in financial planning from Western Kentucky University. She also completed the National Tax Training School Federal Income Tax Course in July 2025. Abby holds her Series 65 license and brings two years of industry experience from Carson Wealth Management (formerly Total Wealth Planning), where she assisted advisors with meeting preparation, financial projections, and client presentations.

Originally from Northern Kentucky, Abby now lives in Montgomery with her husband, Ethan, and their toy poodle, Maple. In her free time, she enjoys exploring Cincinnati’s local restaurant scene.

History at Bartlett

• Joined Bartlett in 2026

Certifications and Designations

• Series 65 License

Education

• Western Kentucky University, Bachelor of Science in Finance, concentration in financial planning
• National Tax Training School Federal Income Tax Course