Abbey joined Tax Management Services, Inc. in November 2012. She is the Senior Assistant for Bryan Grant and Chase Van De Yacht. Abbey graduated from Northeast Wisconsin Technical College with a degree in the Administrative Professional Program.
In the position of Senior Assistant, Abbey oversees the distribution of funds, creates smooth transitions and is always ready to help clients, other investment assistants and the wealth advisors by handling inquiries, doing research and following up on paperwork. Abbey looks forward to growing in her role at TMS.
In addition to her assistance with investments, Abbey works behind the scenes during tax season to give clients the best possible experience and great customer service while working closely with the Administration Team and the Tax Preparers.
In her free time, she enjoys spending time with her husband Jon and their doggie, Aspen and cheering on the Packers, Brewers and Bucks with her family and friends.