Sebastopol, CA Office

Aaron Winer is a financial advisor at Abacus Wealth Partners with 27 years of industry experience. He previously worked at Milestone Financial Advisors for 19 years and Ameriprise for 8 years. Outside of his advisory work, he coaches swimming workouts for adult swimmers with the Santa Rosa Masters Swimming team. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to individuals, families, and institutions. The firm employs an asset-class investing approach using mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private pooled vehicles into suitable client portfolios.

Lauren Boyes is a financial advisor at Abacus Wealth Partners with 10 years of industry experience. She holds a Series 66 designation and has worked at Abacus Wealth Partners since 2018. Prior to that, she was with Raymond James Financial Services and operated Boyes Financial Services. Abacus Wealth Partners offers financial planning, consulting, and investment management services to individuals, families, trusts, estates, and various organizational clients. The firm employs an asset-class investing approach based on academic research and integrates ESG screening and private pooled investments into client portfolios.

Kelly Acheson is a financial advisor with Abacus Wealth Partners, holding a Series 65 designation and bringing 13 years of industry experience. She has been with Abacus Wealth Partners since 2005. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse clientele, including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-class investing approach rooted in academic research and integrates ESG screening and private pooled investments into suitable client portfolios.

Katelynn Wiley is a CFP® with three years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. Her prior experience includes roles at David C. Walther and Potluck Consulting. Abacus Wealth Partners provides financial planning and investment management services to individuals, families, and institutional clients. The firm employs an asset-class investing approach with a focus on no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled vehicles into client portfolios.

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 for six years. Abacus Wealth Partners offers financial planning, consulting, and investment management services to a range of clients including individuals, families, and charitable organizations. The firm utilizes an asset-class investing approach based on academic research, incorporating ESG screening and private investment opportunities for qualified clients.

Cosmo Hahn is a financial advisor with Abacus Wealth Partners and holds a Series 66 designation. He has one year of industry experience, having previously worked at UBS Financial Services and Outlier AI among other roles. Abacus Wealth Partners serves individuals, high-net-worth clients, families, pension and profit-sharing plans, and various organizations by providing financial planning, consulting, and investment management. The firm uses an asset-class investing approach primarily through no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private pooled vehicles as part of its offering.

Ruby Lambrecht is a financial advisor with Abacus Wealth Partners in Sebastopol, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Abacus Wealth Partners, she worked at The Vanguard Group and has experience in both educational and self-employed roles. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, and institutions. The firm employs an asset-class investing strategy that utilizes no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private investment opportunities for qualified clients.