Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Rita Abel is a CFP® and PFS™ credentialed advisor with 18 years of experience in financial services. She has been with ABEL Financial Management Co. since 1994 and has operated her own CPA practice since 1991. Abel serves as a trustee for a client’s insurance trust and is a member of the AICPA and MACPA. ABEL Financial Management Co. provides comprehensive financial management and planning primarily to individual clients, including high-net-worth households, as well as corporations and families. The firm combines independent model portfolios and internally developed strategies, integrating tax and accounting considerations through its affiliation with a CPA practice.