Abound Wealth Management, LLC

Grace Lewis is a CFP® with four years of industry experience. She has worked at Abound Wealth Management, LLC since 2022 and previously held roles at Regions Bank and Sentar, Inc. Prior to her financial career, she was involved in the food service industry at Grounded Coffee Bar. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion on a discretionary basis and emphasizes strategic asset allocation using low-cost, tax-efficient no-load mutual funds and ETFs.

Hannah Lindsey is a CFP® and holds a Series 65 license with four years of industry experience. She has been with Abound Wealth Management, LLC since 2019, including its predecessor entities. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion on a discretionary basis and focuses on strategic asset allocation using primarily no-load mutual funds and ETFs, emphasizing low cost and tax efficiency.

Christopher Pramas is a CFP® professional with four years of experience at Abound Wealth Management, LLC. Prior to joining Abound, he worked at Boston University, The TJX Companies, Kohl's Corporation, and Target Corporation. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion on a discretionary basis and emphasizes low-cost, tax-efficient investment strategies primarily using no-load mutual funds and ETFs.

John Preston is a CFP® and PFS™ with 21 years of experience in financial advising. He has been with Abound Wealth Management, LLC since 2017 and previously worked at Preston & Cleveland Wealth Management, LLC. Outside of his advisory work, he serves as president of 88 Times Over, which owns the intellectual property for The Money Guy Show. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion and emphasizes low-cost, tax-efficient investment strategies using primarily no-load mutual funds and ETFs.

Eric Hale is a CFP® professional with five years of industry experience. He has worked at Abound Wealth Management since 2019 and previously held positions at Greystone and Ernst & Young, LLP. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion on a discretionary basis and emphasizes low-cost, tax-efficient investment strategies primarily using no-load mutual funds and ETFs.

Nicholas Bryan is a CFP® professional at Abound Wealth Management, LLC with one year of industry experience. Prior to joining Abound Wealth Management, he worked at Deloitte and SourceHive. Abound Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion on a discretionary basis and emphasizes low-cost, tax-efficient investment strategies using no-load mutual funds and ETFs.

Matthew Hoffner is a CFP® professional with 10 years of industry experience. He has worked at Abound Wealth Management since 2017 and held prior roles at Monarch Advisory Group, Western Wealth Management, and LPL Financial. Hoffner is based in Franklin, TN. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion on a discretionary basis and emphasizes strategic asset allocation using primarily no-load mutual funds and ETFs, focusing on low cost, tax efficiency, and periodic rebalancing.

Carter Thomas is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Abound Wealth Management, LLC since 2017. He previously worked at Preston & Cleveland Wealth Management, LLC. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion on a discretionary basis and emphasizes strategic asset allocation using primarily no-load mutual funds and ETFs focused on low cost and tax efficiency.

Breanne Coffey is a CFP® and holds a Series 65 license, with five years of experience in the financial industry. She has been with Abound Wealth Management, LLC since 2019, following prior roles at the University of Georgia and Astreaus Advisors, LLC. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion on a discretionary basis and emphasizes low-cost, tax-efficient investment strategies primarily using no-load mutual funds and ETFs.

Andrew Dodd is a CFP®-certified financial advisor with five years of industry experience, currently with Abound Wealth Management, LLC. His prior roles include positions at Green & Associates and Northwestern Mutual. Outside of finance, he is a 50% owner of several music-related businesses involved in music production and publishing royalties. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning and portfolio management, emphasizing low-cost, tax-efficient investment strategies primarily using no-load mutual funds and ETFs. The firm manages approximately $1.39 billion on a discretionary basis and offers a branded financial education platform for clients.

Eric Baer is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Abound Wealth Management, LLC since 2020, following roles at Watson Planning and ABB, Inc., and spent ten years at GE prior to his career in financial advising. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion on a discretionary basis and emphasizes low-cost, tax-efficient investment strategies using no-load mutual funds and ETFs.

Jonah Paul is a CFP® professional with three years of experience at Abound Wealth Management, LLC in Franklin, TN. Prior to joining Abound, he held roles at Georgia College and State University and Dunwoody Country Club. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm emphasizes low-cost, tax-efficient investment strategies using no-load mutual funds and ETFs, and provides clients access to a branded financial education platform.

Bo Hanson is a CFP® and CFA® with 13 years of industry experience. He has worked at Abound Wealth Management, LLC since 2017 and was previously with Preston & Cleveland Wealth Management, LLC from 2009 to 2016. Outside of his advisory role, he co-owns a real estate holding company. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages about $1.39 billion on a discretionary basis and focuses on low-cost, tax-efficient investment strategies using primarily no-load mutual funds and ETFs.

Stephen Gentzler is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. He has worked at Abound Wealth Management, LLC since 2022 and previously at Murphy Financial Group and Paulson Wealth Management LLC. Abound Wealth Management serves individuals, trusts, estates, and retirement plans with financial planning, discretionary portfolio management, and consulting services. The firm manages approximately $1.39 billion on a discretionary basis and emphasizes low-cost, tax-efficient investment strategies using primarily no-load mutual funds and ETFs.