Abundance Employee Directory

Abundance corporate office is located in 232 Regent Ct, State College, Pennsylvania, 16801, United States and has 11-50 employees.

abundance llc

abundance wealth counselors llc

abundance wealth counselors

abundance

abundance equity partners llc

abundance risk management llc

Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Marketing

C-Suite

Medical & Health

Human Resources

Abundance CEO

Jamie FelkerChief Executive Officer

Phone

See Profile

Key Employees of Abundance

Ryan Ohlson
Chief Operating Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Abundance Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Abundance

Hundreds of professionals searching for Abundance have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

LB
Latrease Brown
Email Direct
Cbrf
United States , Pennsylvania , State College

JJ
Jodi Johnston
Email Direct
Manager, Client Services
United States , Pennsylvania , State College

JF
Jamie Felker
Email Direct
Chief Executive Officer
United States , Pennsylvania , State College

AH
Aaron Huey
Email Direct
Senior Portfolio Manager
United States , Pennsylvania , State College

ZB
Zulfi Brookens
Email Direct
Client Relationship Manager
United States , Pennsylvania , State College

JS
John Schaffer
Email Direct
Wealth Counselor
United States , Pennsylvania , State College

TC
Toner Corl
Email Direct
Retirement Plan Advisor
United States , Pennsylvania , State College

Ryan Ohlson
Email Direct
Chief Operating Officer
United States , Pennsylvania , State College

WP
William Price
Email Direct
Digital Media Lead
United States , Pennsylvania , State College

RD
Richard DeFluri
Email Direct
Owner, Principal-Financial Advisor
United States , Pennsylvania , State College

SW
Sydney Weaver
Email Direct
Client Services Specialist
United States , Pennsylvania , State College

AB
Alexander Boeckel
Email Direct
Investment Operations Specialist
United States , Pennsylvania , State College

LP
Leanna Prinkey
Email Direct
Executive Assistant
United States , Pennsylvania , State College

MM
Matthew McGloin
Email Direct
Wealth Counselor
United States , Pennsylvania , State College

MR
Morgan Russell
Email Direct
Client Relationship Manager
United States , Pennsylvania , State College

AM
Ann Mallison
Email Direct
Chief Experience Officer (Cxo) & Wealth Counselor
United States , Pennsylvania , State College

AK
Aaron Krasney
Email Direct
Wealth Counselor
United States , Pennsylvania , State College

SF
Stephanie Fink
Email Direct
Executive Administrator
United States , Pennsylvania , State College

SK
Sonia Kumar
Email Direct
Yoga Instructor
United States , Pennsylvania , State College

LC
Laurie Capparelle
Email Direct
Concierge for Clients
United States , Pennsylvania , State College

KW
Kennette Watson
Email Direct
Client Relationship Manager
United States , Pennsylvania , State College

GM
Gwen Miller
Email Direct
Client Concierge
United States , Pennsylvania , State College

LT
Lisa Thompson-Hess
Email Direct
Estate Planning & Insurance Specialist
United States , Pennsylvania , State College

TR
Tim Rosemary
Email Direct
Go for
United States , Pennsylvania , State College

MR
Michelle Rioux
Email Direct
Operator
United States , Pennsylvania , State College

123

Former Employees at Abundance

Explore people who held key positions, contributed to Abundance's success, and advanced their careers.

Geoffrey Caber

Co-Founder at Investment Research Pa...

Worked as Chief Investment Officer

at Abundance (2004-2019)

Direct

Grace Hill

Manager, Finance & Str... at DoorDash

Worked as Investment Intern

at Abundance (2015-2017)

Direct

Jacob Port

Strategy Director, Bus... at Baselane

Worked as Summer Analyst

at Abundance (2017-2017)

Direct

Mask Content

Junior Portfolio Analy... at Vicus Capital

Worked as Investment Management Specialist

at Abundance (2023-2024)

Direct

Mask Content

Global Vice President,... at Goldman Sachs

Worked as Investment Management Specialist

at Abundance (2018-2021)

Direct

Mask Content

GTP Analyst at UBS

Worked as Spring Intern

at Abundance

Direct

Explore More

People from Similar Companies in the Finance Industry Located in Pennsylvania, United States

ServiceLink

1K - 5K Employees

FS KKR Capital Corp.

1K - 5K Employees

S&T Bancorp

1K - 5K Employees

PCS Retirement

201-500 Employees

Horizon Farm Credit

201-500 Employees

Toll Brothers Mortgage

201-500 Employees

Frequently Asked Questions Regarding Abundance Employees

How many employees does Abundance have?

Abundance has 11-50 employees

Who is the CEO of Abundance?

Abundance’s CEO is Jamie Felker

Who are Abundance key employees?

Some of Abundance key employees are Ryan Ohlson

Where is Abundance located?

Abundance’s headquarters are located at 232 Regent Ct, State College, Pennsylvania, 16801, United States

How do I contact Abundance?

Abundance Contact Info: Phone number: (800) 253-3760 Website: www.abundancellc.com

What does Abundance do?

Abundance Wealth Counselors specializes in protecting and building legacies through tailored financial strategies that align with clients' personal values. They offer a range of services including investment management, family office support, and retirement planning, all designed to optimize wealth outcomes for clients and their families. The firm... Read More

Is Abundance a public company?

Abundance is private company therefore does not currently have an official ticker symbol

See more information about Abundance Employees