Client Relationship Specialist
Abby started with Crossgate® Wealth Advisors in 2017 as a Client Relationship Specialist to provide support to the Investment Advisors and Paraplanner. Prior to working at Crossgate® Wealth Advisors, Abby was employed in the legal and staffing industries, where she gained extensive experience in client relations, customer service, and general administrative support. Abby enjoys the detail-oriented nature of her position, ensuring that clients have a positive experience every time they call or visit.
Abby is originally from Lancaster County, Pennsylvania, and relocated to Bucks County in 2014. In addition to working with Crossgate® Wealth Advisors, she enjoys outdoor activities, traveling, and spending time with family and friends.
Educational Background & Certifications:
A.S. in Paralegal Studies, Central Penn College, 2016
Financial Paraplanner Qualified Professional™ (FPQP™), 2018