Sebastopol, CA Office

Aaron Winer is a financial advisor with Abacus Wealth Partners in Sebastopol, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Abacus in 2025, he spent 19 years at Milestone Financial Advisors, LLC. Outside of his advisory work, he coaches swim workouts for adult swimmers with the Santa Rosa Masters Swimming team. Abacus Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities, offering financial planning, consulting, and investment management services. The firm employs a passive, asset-class based investment approach with an emphasis on institutional funds, incorporates ESG screening upon request, and provides access to private fund opportunities such as the Align Impact private fund.

Lauren Boyes is a financial advisor at Abacus Wealth Partners with nine years of industry experience. She has been with Abacus Wealth Partners since 2018 and previously worked at Raymond James Financial Services and operated Boyes Financial Services. She holds a Series 66 designation. Abacus Wealth Partners serves a diverse clientele including individuals, families, trusts, charitable organizations, and business entities, offering financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach supplemented by fundamental analysis and ESG screening, and it sponsors the Align Impact private fund for qualified investors.

Kelly Acheson is a financial advisor at Abacus Wealth Partners with 12 years of industry experience. She holds a Series 65 designation and has been with Abacus Wealth Partners since 2005. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities by offering financial planning, consulting, and both discretionary and non-discretionary investment management services. The firm employs a passive, asset-class-focused investment approach and incorporates ESG screening upon request, while tailoring portfolios to client risk profiles and goals.

Katelynn Wiley is a Certified Financial Planner® with three years of industry experience. She has worked at Abacus Wealth Partners since 2023 and previously held roles at David C. Walther and Potluck Consulting. Outside of her advisory work, she was involved with Rebuilding Together Petaluma and Friends of the Petaluma River. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with comprehensive financial planning and investment management services. The firm employs a passive-oriented, asset-class investment approach that includes ESG screening and incorporates independent managers when appropriate.

Jason Pollens is a CFP® at Abacus Wealth Partners with four years of industry experience. He has been with Abacus Wealth Partners since 2021 and previously worked at Jewish Vocational Service from 2015 to 2021. Abacus Wealth Partners serves individuals, families, and various entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented investment approach centered on institutional passive funds, ESG screening when requested, and portfolio tailoring based on clients’ risk profiles and goals.

Cosmo Hahn is a financial advisor at Abacus Wealth Partners with a Series 66 designation and one year of industry experience. Prior to joining Abacus Wealth Partners, he worked at UBS Financial Services, Inc and held roles in sectors including healthcare research and biomedical engineering. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a passive-oriented investment approach that integrates ESG screening when requested and incorporates both independent managers and institutional passive funds.

Ruby Lambrecht is a financial advisor at Abacus Wealth Partners with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Abacus Wealth Partners in 2025, she worked at The Vanguard Group and has a background that includes multiple roles at Connecticut College. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm uses a passive-oriented investment approach with institutional passive funds, fundamental manager analysis, and ESG screening, and it sponsors the Align Impact private fund for qualified clients.