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.
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.
Abe and Shelly married in August of 2015 and shortly after turned their focus to running Abich Financial Services as a family firm. Always striving to serve the D.C. Metro area through business and charity, AFS has helped both individuals and families hone their retirement goals and realize their financial ambitions.
Abe acts in his capacity as a seasoned retirement income planning professional and a Certified Financial Fiduciary®, while Shelly, with experience ranging from public school teaching to a Fortune 500 business division, leads strategic decision-making and ensures that both prospective and existing clients have a positive experience.
Founder & Co-CEO,
Certified Financial Fiduciary®, CFS, CAS®, Investment Advisor Representative
Abe founded Abich Financial Services (AFS) in 2008 and has 20 years of experience in financial services. He is a seasoned retirement income planning professional and a Certified Financial Fiduciary®.
Abe hosts the D.C. metro area radio show, “Retirement Key Radio,” on 105.9 WMAL and the television show, “Retirement Key TV,” on WUSA 9 and ABC7 WJLA.
Abe and the team have helped close to 1,000 individuals and families prepare for their financial futures. His authored articles can be seen in Forbes, Fortune, Yahoo! Finance, CNN Money, and more. Abe has also served as a member of the Forbes Financial Council. He earned his B.S. from Liberty University, where he lived out his 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, has served on the board for Loudoun Habitat for Humanity, and is a member of the Loudoun County Chamber of Commerce and Cornerstone Chapel in Leesburg. He is an avid Washington Commanders fan and, on weekends, enjoys being a local foodie, biking the trails, and boating on the Potomac.
Co-CEO & Chief Experience Officer
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.
Director of Operations, Chief Compliance Officer, 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.
Director of Client Services
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.
Financial Advisor, an Investment Advisor Representative
Justin Dobak brings a wealth of experience in investment and financial planning to Abich Financial. He began his career interning with Dominion Financial Consultants while completing his B.S. in finance at Marymount University.
Upon graduation, he managed portfolios for a diverse range of clients, from modest families to high-net-worth individuals, and played a key role on the financial planning team.
At Northwestern Mutual, Justin established his own financial planning practice, developing comprehensive strategies tailored to each client’s wealth and risk management needs. He takes pride in listening closely to his clients’ personal stories, ensuring that each plan is as unique as the individuals he serves. Now at Abich Financial, he is dedicated to helping clients navigate financial opportunities with the goal of positioning them for long-term success, while remaining a trusted partner through every step of their financial journey.
Outside of work, Justin is an avid outdoorsman who enjoys fly fishing, ice hockey, strumming his guitar, and evening golf leagues.
Financial Advisor, an Investment Advisor Representative
Joshua Gleason Barbin “JB” brings over a decade of experience in financial planning and investment management to Abich Financial.
He began his career working with prominent firms in both the Pittsburgh and DC areas, including Jones, Ameriprise, LPL, and two large RIAs, where he specialized in serving high-level government employees and high-net-worth clients. Joshua also ran his own Registered Investment Advisor (RIA) firm for three years, gaining a deep understanding of both comprehensive financial planning and investment management, with particular expertise in alternative assets.
Throughout his career, JB has tailored each financial strategy to meet his clients’ unique goals, combining investment management, retirement planning, and tax-efficient strategies. As a firm believer in the fiduciary standard, he always puts his clients’ best interests first.
Now at Abich Financial, JB continues to offer personalized advice and trusted guidance, focusing on long-term financial security while leveraging his CFP, CIMA, and CPWA designations to provide expert-level service.
Outside of work, JB enjoys spending time with his wife and two kids, travelling, engaging in creative pursuits, and staying active in his church community.
Financial Advisor, an Investment Advisor Representative
Ryan Oliver brings nearly a decade of experience in Financial Planning and Investment Management to Abich Financial.
Before joining Abich, Ryan worked with another prominent, fiduciary, advisor in the DC metro area serving government employees and other high-net worth individuals.
Ryan graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in applied economic management along with a business minor.
He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a professional designation he attained through Virginia Tech’s CFP Board Registered Program. While he specializes in retirement planning, Ryan also provides clients with guidance around insurance, tax strategies, and estate planning, especially as these topics pertain to the retirement transition.
In addition to the CFP® designation, Ryan is also a National Social Security Advisor® (NSSA®) Certificate Holder. He provides clients with detailed analysis surrounding Social Security filing strategies. Outside of the office, Ryan enjoys snowboarding, surfing, hiking, and anything else that involves spending time outdoors. He currently lives in Rockville, Maryland with his wife, Julia.
Financial Advisor, Paraplanner
Thomas is committed to supporting our financial advisors by delivering comprehensive reports, dynamic illustrations, and in-depth analysis to craft and implement personalized strategies for each client.
Since joining the firm, Thomas has seamlessly integrated into the team, playing a crucial role in the ongoing management of client strategies and ensuring that asset allocations remain aligned with evolving goals.
Armed with a degree from Virginia Tech in Financial Planning & Wealth Management, Thomas brings extensive knowledge and expertise to our firm. Thomas has a strong background in financial services and the creation of comprehensive financial planning. He believes that the best way to enhance the planning process is through clear communication and building lasting relationships.
Outside of work, Thomas enjoys playing golf, disc golf, running, reading, and spending time with his family and friends. He prides himself on being a well-rounded individual who brings energy, dedication, and a positive mindset to Abich, making a lasting impact every day.
Client Services Manager
Joshua became a part of Abich Financial in the fall of 2023, bringing with him a wealth of experience in client services and finance. His expertise has been a great asset to the Service team.
Over the years, Joshua has had the privilege of meeting many wonderful people and hearing their inspiring stories. He is highly motivated by the challenges and opportunities that the finance industry offers and is dedicated to achieving excellence and promoting innovation in all his endeavors.
In his personal life, Joshua is an avid plant enthusiast and dog lover. He also finds fulfillment in attending and volunteering at his church, which holds a special place in his life.
Client Services Associate
Connor brings with him over two years of corporate banking and client services experience. He is a graduate of the University of Virginia and a proud Virginia native, having grown up in the Richmond area.
Connor was drawn to working in the financial planning space due to his desire to help others attain their financial freedom and peace of mind. His favorite part of the job is speaking with and assisting clients to ensure they have the best customer service experience possible.
In his free time, Connor enjoys spending time with his dog Peyton and exploring the many parks in Northern Virginia. An avid sports fan, you can always find Connor cheering on the Colts, Yankees, and everything UVA.
Client Services Associate
Cesar joined Abich Financial as a Client Services Associate, bringing nearly a decade of experience in Mortgage and Settlement Services after earning his bachelor’s degree in business administration from Radford University.
With a background in Settlement Services from a Fortune 500 company, Cesar is enthusiastic about providing our clients with the utmost support. As a resident of Leesburg, he is well acquainted with the area, enjoying its restaurants and entertainment options.
Outside of work, Cesar enjoys exploring breweries and wineries with his wife, taking his Husky on long walks, and watching any and all sports.
Client Services Associate
Zach joined Abich Financial with a strong background in customer service and sales. He is a proud alumni of Lees-McRae College, where he received a B.S. in business administration.
Driven by a desire to help others, Zach entered the financial services industry with a mission to provide clients with the best possible experience. He is dedicated to supporting each client on their journey to achieving financial freedom.
Outside of work, Zach enjoys golfing and spending his free time watching sports. As a North Carolina native, he’s a passionate UNC fan and a loyal supporter of the Braves.
Client Services Associate
After graduating from Villanova University, Isabella was drawn to the financial field by her passion for helping others achieve financial independence and take control of their future.
She is committed to providing outstanding customer service and ensuring that each client’s unique needs are met with care.
Outside of the office, Isabella loves exploring the outdoors and staying active. She enjoys trying new activities with friends, whether it’s attending a local festival or discovering a new restaurant. For Isabella, an ideal evening includes cooking a delicious meal with family and unwinding with a good movie.
Client Services Associate
Veronica is a VCU graduate with a B.S. in Communications and Public Relations. She has extensive experience in Sales, Management and Finance. She is passionate about giving people the opportunity to retire with ease!
Motivated by a passion for helping others, she began her career in the financial services industry with a clear mission: to deliver an exceptional client experience. She is devoted to guiding each individual on their path to financial freedom, offering personalized support and outstanding customer service tailored to their unique needs. Veronica also leverages her fluency in Arabic and English to communicate with different backgrounds.
Aside from work, Veronica loves to spend time with her family and travel. She tries to visit her home country, Egypt, at least once a year!
Client Relations Team Lead, Paraplanner
Matt joined Abich Financial in November 2023 shortly after receiving his B.S. in Communications and Economics from James Madison University.
He brings years of experience in customer service management and direct sales. His background allows him to excel at client acquisition and screening, fostering meaningful relationships within the community and guiding potential clients toward informed retirement decisions.
Additionally, Matt assists the advisor team in creating financial plans and illustrations ensuring each client receives personalized strategies to meet their retirement goals.
In his free time, Matt enjoys playing golf and going hiking. In the winter months, you can find him snowboarding or skiing.
Client Relations Associate
Haley became a member of Abich Financial with extensive experience in the financial industry and a bachelor’s of business administration degree from Belmont University in Nashville, Tennessee.
With a blend of knowledge and passion, she consistently strives to achieve optimal outcomes for both prospective and existing clients. Cultivating and sustaining key relationships and delivering exceptional customer service are always her top priorities.
Currently, Haley lives in Omaha, Nebraska, with her husband and their four beautiful children. When she isn’t at the local farmer’s market or church, Haley spends her free time baking and hand-embroidering.
Client Relations Associate
Pedro brings his proven track record in sales, management, and exceptional customer service to Abich Financial.
Fluent in both English and Spanish, he effortlessly connects with clients from diverse backgrounds. His unwavering dedication to assisting clients in achieving dignified and confident retirements perfectly mirrors Abich Financial’s mission. Pedro is committed to mastering the intricacies of the financial services industry and is currently enrolling in a business and pre-law degree program at George Mason University.
Client Relations Associate
Aiden is a graduate of Christopher Newport University with a B.A. in Political Science and National Security.
He brings a thoughtful, client-centered approach shaped by his experience in IT sales, focused on contractual work and client acquisition. His exposure to diverse cultures, through time spent in 27 countries, and his proficiency in French help him connect effectively with clients from a wide range of backgrounds.
With a background as a collegiate athlete and current semi-professional soccer player,
Aiden enjoys working in fast-paced, team-driven environments. He’s committed to building strong relationships, communicating clearly, and doing his part to ensure a positive client experience. Outside of work, Aiden enjoys playing chess, staying active, and slowly curating a personal library.
Operations Manager
Hannah joined Abich Financial Services as an Operations Associate, bringing a strong background in strategic planning, talent management, and employee engagement. She holds a B.A. in Communications and Public Relations from the University of Lynchburg.
Prior to joining the firm, Hannah served as a Human Resources Project Manager at Capital One, where she took on multiple roles leading programs and initiatives designed to improve business operations and enhance employee experiences.
Hannah is passionate about building strong connections with team members to support their growth and development while collaborating with leadership to enhance the care and resources available to Abich employees.
Outside of work, she finds joy in volunteering within her community, cooking and sharing meals with family and friends, getting lost in a great book or podcast, and cherishing every moment with her young family.
Marketing Associate
Ashley holds a Master’s in Health Administration and joined Abich Financial with a strong background in performance excellence and operations. She values data driven decision making ensuring clients experience high quality services.
Front Office Associate
Brenda received her Bachelor of Arts in Digital Media with a minor in Web Design and Integration from George Mason University. Her professional experience in customer service, office management, and marketing is an integral part of our Operations Team.
In her free time, Brenda enjoys reading various genres, maintaining her garden, staying active through exercise, and cherishing quality time with family and friends.
Front Office Associate
Emily joined Abich Financial as a Front Office Associate, bringing her expertise in customer service, office administration, and project management to create exceptional client experiences. She holds a B.A. in Digital Writing and Narrative Design from Marymount University.
Outside of work, Emily enjoys playing video games, baking, and spending time with family and friends.
These team members work directly for The Impact Partnership LLC – A Non-Affiliated, Third-Party Firm. The Research and Support team has a limited role on an as-needed basis.
Media Director
Retirement Key Radio Co-Host
Advisor CMO
Chief Radio Officer
Legacy Planning Team
Director of Television
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