As Chief Experience Officer at Grow With Abi, is a cornerstone of the company's success. She meticulously crafts and executes strategies that place client satisfaction at the forefront. Her influence permeates all stages of the client journey, from initial contact to long-term partnership. Christina's dedication ensures a smooth, positive, and engaging experience for both prospective and existing clients. Her focus on seamless interactions and proactive problem-solving fosters trust and strengthens client relationships. By prioritizing client needs within strategic decisions, she cultivates a culture of excellence, driving Grow With Abi's growth and reputation.

Tom, with over two decades of expertise, spearheads the Advanced Planning Strategies Insurance Team, offering comprehensive insurance guidance. His proficiency spans life insurance, long-term care, annuities, and guaranteed lifetime income. Tom's extensive career, exceeding thirty years in service industries, underscores his dedication. He's passionate about optimizing clients' insurance protection and values collaborative efforts with planners. Tom's integrated approach ensures clients' insurance needs are seamlessly woven into their financial planning, providing holistic security. He excels at tailoring solutions, ensuring clients receive optimal protection, reflecting his commitment to their financial well-being

Carlos, a multilingual financial planner, enriches Grow With Abi with his expertise in insurance and annuities. Based in Miami, Florida, he provides strategic financial planning tailored to diverse clientele. His multilingual capabilities foster strong client connections, bridging cultural and linguistic gaps. Carlos specializes in tax-free financial services, a valuable asset for clients seeking optimized financial strategies. His deep understanding of insurance and annuity products allows him to craft personalized solutions. His presence strengthens Grow With Abi's commitment to inclusive and comprehensive financial guidance, ensuring clients in the Miami area receive expert, culturally sensitive support.

Don't Leave Your Hard-Earned Money Behind! 💸 Hope you’re doing well! I just wanted to check in and see if you’ve had a chance to log in and check your old 401k accounts with Fidelity. It’s your hard-earned money, and I’d hate to see it just sitting there, losing its value for market volatility and not working for you! I really want to help you set yourself up for the best possible financial future, and making sure you have control over all your investments is a big part of that. If you need any help or guidance, I’m here for you! Let's make sure your money is working as hard as you did to earn it. Looking forward to hearing from you, on your 401k Qualified IRA rollover.