Abundo Wealth

Lori Bodenhamer is a CFP® and Series 65-registered advisor with Abundo Wealth in San Francisco, CA, bringing three years of industry experience. She has worked at Abundo Wealth since 2022 and previously held roles at Farther Finance, Mercer Global Advisers, Group Nine Media, and Discovery Digital Networks. Outside of financial advising, she is a co-writer for the creative stage theater project "Retirement: The Musical," which involves minimal grant funding and no compensation. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing, advising on asset allocation while leaving implementation to clients, and operates a subscription-based fee model across a network of 11 offices.

Richard Cooke is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Abundo Wealth and has previously worked at firms including 2Point0 Financial, Vincere Wealth Management, Edward Jones, and Fidelity. Outside of his advisory role, Cooke operates a travel agency, Steady As We Roam Travel Co LLC, where he assists clients with booking and travel support. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients through a client portal. The firm emphasizes passive, low-cost index fund strategies and offers subscription-based advisory services without asset minimums or discretionary trading authority.

Olivia Lima is a CFP® professional with three years of industry experience, currently serving at Abundo Wealth in Sioux Falls, SD. Her background includes roles at The Vanguard Group, Randstad, and Lutheran Social Services of SD, as well as a long tenure at Augustana University. Olivia holds a minority interest ownership in NeuralStudio SEZC, an investment-related business based in the Cayman Islands. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services to individual clients without an asset minimum. The firm emphasizes passive, low-cost index fund strategies and provides advice through a client portal, operating multiple offices and structuring fees on a subscription basis rather than as a percentage of assets.

Andrew Dressel is a CFP® professional at Abundo Wealth with 12 years of industry experience. He has worked at Ameriprise Financial Services and Confetti Wealth prior to joining Abundo Wealth in 2020. He also serves in fiduciary roles such as trustee or personal representative. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients through a client portal and financial planning software. The firm emphasizes passive, low-cost index fund investing and offers advice on cash flow, retirement, estate, tax, and multi-generational planning without requiring asset minimums or exercising discretionary trading authority.

Damondrick Jack is a financial advisor at Abundo Wealth in Las Vegas, NV, holding a Series 65 designation with two years of industry experience. Prior to joining Abundo Wealth, he worked at Bingham, Osborn, & Scarborough, LLC and Mercer Advisors. He has also been involved with nonprofit organizations such as The AFE Society and StreetCode Academy. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients. The firm emphasizes passive, low-cost index fund investing and offers advisory services through a client portal without requiring asset minimums or exercising discretionary trading authority.

Jeremy Zuke is a financial advisor at Abundo Wealth in New York, NY, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Evernorth, MDLIVE, and Walgreens. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund strategies and offers advice through a client portal and financial planning software, maintaining client control over implementation and trading decisions.

Hi! I'm Maggie Klokkenga, a financial planner at Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Sarah Dickenson is a financial advisor at Abundo Wealth with a Series 65 designation and two years of experience at the firm. Her prior work includes roles at Financial Planning Solutions, Wayfair, and F10 Creative. She is also the owner of Sarah Dickenson Photography, a business she has operated since 2013. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and offers advice on various financial planning topics through a client portal and software, while clients retain control over investment implementation.

Hi! I'm Eric Simonson, and I'm the Owner of Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Christopher Mamula is a CFP® with three years of experience at Abundo Wealth, where he is part of a ten-advisor team. He is also the owner and founder of Financial Independence by Design, a blogging, writing, and educational venture. Prior to his financial career, he worked for 14 years at Western PA Sports Medicine and Rehabilitation. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing, advising on asset allocation while clients retain control over implementation and trading decisions.

Lynn Anderson is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Abundo Wealth and previously worked at Brighton Jones and Starbucks Coffee Company. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, emphasizing passive, low-cost index fund investing and client-controlled asset allocation. The firm operates through a client portal and financial planning software, serving clients without requiring an asset minimum.