Get to know us!

Our Mission

To better prepare our clients for a successful and long-lasting retirement. To do this, we seek to empower our clients with financial education that helps make complex issues simple and allows them to make sound financial decisions.

We help people retire with dignity and confidence.

Our Vision

We seek to create a better everyday life for everyone in our reach by taking away financial stress and through the endless pursuit of financial freedom.

Our Values

  • Client’s Best Interest First, Always
  • Listen, Then Listen More
  • Communicate With Transparency and Honesty
  • Success Through Humility and Hard Work
  • Create Family Atmosphere of Love and Warmth
  • Pursuit of Excellence
  • Strength Through Differences
  • Never Stop Learning
  • Communicate With Transparency and Honesty
  • Create Family Atmosphere of Love and Warmth
  • Listen, Then Listen More
  • Pursuit of Excellence Through Humility and Hard Work
  • Never stop learning


Abe Abich

Founder & CEO,
Certified Financial Fiduciary®

Abe founded Abich Financial Services (AFS) in 2008 and has nearly two decades of experience in financial services. He is a seasoned retirement income planning professional, a Certified Financial Fiduciary®, hosts the D.C. Metro Area Radio show, “Retirement Key Radio” on 105.9 WMAL, and hosts the television show “Retirement Key TV” on WUSA 9.

Abe has helped close to 700 individuals and families prepare for their financial futures and his experience has authored articles that can be seen in Forbes and Fortune, as well as served as a member of the Forbes Financial Council. Abe earned his B.S. from Liberty University, where he lived out a dream to pitch for their Division I baseball team.

In August 2015, Abe married his wife, Shelly, and they became proud Leesburg residents and teamed up to run AFS as a family firm. With a determination to always give back to the local community, he joined his wife in starting a senior non-profit, served on the board for the Loudoun Habitat for Humanity, and is a member of the Loudoun County Chamber of Commerce and McLean Bible Church. He is an avid Redskins fan, and on weekends enjoys being a local foodie, biking the trails, and boating on the Potomac.


Shelly Abich

Chief Experience Officer & Co-Owner

Shelly joined Abich Financial Services in 2015 and serves as the chief experience officer. She leads strategic decision-making and ensures that both prospective and existing clients have a positive experience with AFS. She directs the message that is relayed to the community about what makes AFS unique from other firms and explains this in detail to prospective clients. Through company events and regular communication, she also works to maintain the satisfaction of current clients.

Shelly has 10 years of experience in the new business division for a Fortune 500 company and taught middle school for two years prior to joining AFS. Due to her passion for seniors, she earned a Master’s degree in gerontology in 2009 and in 2019 founded the non-profit, Love of Gray, whose mission is to ignite a movement of millennials to see and celebrate seniors. Her close connection with AFS clients has led to their support, including serving as officers on the board. Originally from Frederick, Maryland, Shelly became a resident of Leesburg, VA when she and Abe married in 2015. She enjoys all outdoor activities and living an organic lifestyle.


Financial Professionals

Pat Volk

Investment Advisor Representative

Patrick joined Abich Financial with 30 years of experience as a financial advisor and financial educator. Pat is an Investment Advisor Representative of Impact Partnership Wealth. He has worked both independently, as well as for major firms such as Goldman Sachs, Merrill Lynch, Financial Engines, and Fisher Investments. Patrick has presented countless seminars, written numerous articles, and has managed nearly half a billion dollars in portfolios throughout his career. Having worked with half of the Fortune 500 companies’ executive and general populations, he has presented on and guided them through taxes, estate planning, investments, and corporate benefits.

Patrick holds a BA in economics from Siena College in Loudonville, NY. In his free time, Patrick is an avid movie fan and loves to dissect films both new and old. He and his wife, Brenda, have five children and currently reside in Ashburn, VA.

Angela Mari

Director of Operations, Licensed Financial Professional, Certified Divorce Specialist

Angela has served as a key member of the Abich Financial team since 2015. She has participated in many roles within the company and built the groundwork for various departments before settling into her role as Director of Operations. In her current role, she works behind the scenes on business development and operations.

As a female financial professional, she is passionate about creating financial resources geared towards the unique needs of women approaching or in retirement. Her expertise as a Certified Divorce Specialist adds a layer of sensitivity to the support we provide to divorcees.

Angela lives in Reston, VA, and is kept on her toes by a very energetic toddler named Isla. Few know that Angela is also a Licensed Nutritionist with an M.S. in nutrition and integrative health. She’s a foodie and excellent dinner companion.

Sera Francis

Client Services Manager

Sera joined Abich Financial in the fall of 2020 with a background in case management and client services from non-profit organizations. She goes above and beyond to create a seamless experience for both the team and the clients at Abich Financial.

Sera earned a degree in business administration at Excelsior College in NY and is currently pursuing her MBA at Liberty University. She appreciates the simple things in life like playing tennis, enjoying the outdoors, and spending time with family and friends. Occasionally, Sera delights in watching a good binge-worthy TV series.

John Agustin

Client Services Associate

John comes to Abich Financial with over 20 years of financial experience in government contracting sales and has also worked in both the mortgage and real estate fields. His role at Abich Financial Services includes holding first appointments, preparation support for follow-up appointments, and helping with current client needs.

John has lived in Leesburg, Virginia, for the past 15 years. In his free time, he loves being outdoors, playing sports, and spending time with his wife, kids and two dogs. John enjoys attending and volunteering at his church, Cornerstone Chapel in Leesburg.

Eian Lomash

Client Services Associate | Investment Advisor Representative

Eian recently joined Abich Financial in the spring of 2022. He has been in the financial services industry since 2018 and most recently was a financial advisor with a Fortune 100 financial firm. On the insurance side, he holds Life, Health, Annuity, Property, and Casualty licenses; on the investment side, he is Series 7, 31, 63, and 65 licensed. He prides himself in providing clients with the best service possible, reflected in his direct servicing role at Abich Financial.

Originally from Maryland, Eian earned his degree in business administration from Towson University. As a new Virginia resident, he is excited to explore the area and experience many of the outdoor activities it has to offer.

Denise Campo

Marketing and Administrative Assistant

Denise joined Abich Financial Services in 2022 and is the first to greet clients and prospective clients. She has experience in banking, marketing, tax accounting, and customer service. Denise is responsible for all administrative duties, including maintaining the office, receptionist duties, and appointment scheduling. She also manages our marketing campaigns, live events, and webinars.

Denise has called Northern Virginia home for over 20 years. She enjoys spending quality time with her children and grandchildren.

Christopher Jenks

Compliance and Marketing Associate

Chris joined Abich Financial in November of 2022 shortly after earning a B.S. from The College of William and Mary. His background in documentation, customer service, and data entry has proven to be valuable in his role as a Compliance Associate and Marketing Assistant.

In his free time, Chris enjoys exercising, playing golf, and spending time with his girlfriend and cat.

Diego Herrera


Soon after receiving his B.A. in Communications from Arizona State University, Diego brought his experience in customer service and communications to Abich Financial. As a paraplanner, he is focused on preparing client profiles in preparation for first appointments, providing retirement analyses, as well as support for follow-up appointments.

Diego loves to spend his free time meditating, being in the Great Outdoors, and training as a triathlete. He is passionate about building meaningful relationships and delivering excellence in customer service.

Research & Support

Robert Bacik

Media Director

Heather Branch

Retirement Key Radio Co-Host

Kaitlyn Grimes

Marketing Strategist

Raymond Chen

Financial Planning Team

Mike Macho

Chief Radio Officer

Drew Newall

Legacy Planning Team

Evan Ward

Senior Consultant

David Wilkinson

Director of Television

Meet with our team

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