We're real people, with real families, and real financial concerns just like yours - and a passion to help create abundance. We know the path to retirement looks different for everyone, and we're here to walk it with you - on your terms. Often, retirement can seem like an ending, but at Abound Financial, we see it as a new beginning.
The chance to use your time as your own. That's how Pat and his wife see their newly retired lives. We think of abundance as the intersection where your goals and discipline meet our experience and service. Submit your email and receive occasional newsletters about retirement planning, market influences, and abundant living.
The chance to use your time as your own. That's how Pat and his wife see their newly retired lives. We think of abundance as the intersection where your goals and discipline meet our experience and service. Submit your email and receive occasional newsletters about retirement planning, market influences, and abundant living.
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Who We Are
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We're real people, with real families, and real financial concerns just like you. We value trust, simplicity, and service. And we'll work hard to help you cultivate a thriving, vibrant life that allows you to live abundantly - now and in the future. Beyond our knowledgeable team, Abound has curated relationships with advisors in related disciplines - such as legal, tax and insurance professionals - to broaden your knowledge resources.
David Laut
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I began working for my father's construction company when I was 15 years old. One day, he pulled me aside and said, Remember, the work you do has your name written on it. It represents you and our family. This principal was reinforced by my favorite boss when he told me, "How you do the little things is how you do everything."
David Hicks
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I grew up in a family of nine and my dad worked extremely hard to provide for all of us. Watching him had a big impact on me. Early on, I saw value in work ethic and character, but also how financial decisions played a major role in our success. That is probably why personal finance was my favorite subject as a high school math teacher.
Lisa Matenaer
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I believe simplifying life lets us appreciate the things that matter most. For me, this is when all aspects of my environment are in their place. As one of ten children in my family growing up, staying organized was the only way to make sense of the chaos around me. I was the kid who actually enjoyed cleaning her room!
Julie Postier
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Generations of my family lived in Hawaii working tirelessly in sugar cane and pineapple fields at the Dole Plantation. I was taught from a young age to pursue excellence in your work and to be in Aloha with each person you meet. The word Aloha is generally used for saying hello and goodbye, but it also means learning to love what another person loves.
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