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 and Shelly Abich


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.


Abe Abich

Founder & CEO,
Certified Financial Fiduciary®, 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.


Shelly Abich

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.


Angela Mari

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.


Sera Francis

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.



Pat Volk

Senior Financial Advisor, Investment Advisor Representative

Patrick joined Abich Financial with 30 years of experience as a financial advisor and financial educator. 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.


Ruben Devia

CERTIFIED FINANCIAL PLANNER™, Investment Advisor Representative

Ruben joined Abich Financial in July of 2023. He became a CFP® Professional in the summer of 2022. He began his professional career at Edelman Financial Engines in 2015 after earning a B.S. in Finance and a Minor in Mathematics from George Mason University.

Ruben enjoys reading and playing the guitar in his free time. Born and raised in Lima, Peru, he moved to Ashburn, VA in 2004 where he currently resides with his wife, Ruth, and their three children.



Michael Lieber

Client Services Associate

Michael joined Abich Financial in the summer of 2023 and focuses on collaborating with our team of financial advisors and clients to implement comprehensive retirement income plans.

Michael brings experience helping clients financially prepare for the transition to retirement and incorporating strategies around clients’ unique pension plans, Social Security benefits, long-term tax planning, and retirement income needs. After receiving a bachelor’s degree from the University of Illinois, Michael has passed industry exams (Series 7, Series 66, and Life, Health, & Annuities Insurance) and is currently working towards further industry qualifications.

In his spare time, you can find Michael at the gym, golf-course, library, with family, or enjoying life as a new parent.


Joshua Choi

Client Services Associate

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.


Amanda Tully-Doyle

Client Services Associate

Amanda has filled various roles within the financial industry for the past 14 years. She joined Abich Financial in January 2024 as a Client Services Associate and is currently part of the Onboarding Team.

Amanda enjoys meeting new clients and assisting them in making the transition into the Abich Financial Family as seamless as possible. Amanda is originally from San Diego, California, but has lived in the DC Metro area since 2012. In her free time, she likes to be active outdoors, traveling to upstate New York and various lakes in Virginia, and visiting her nieces and nephews in Washington and California.


Caleb Adhikari

Client Services Assistant

While pursuing his bachelor’s in finance at Northern Virginia Community College, Caleb joined the Abich Financial Team as an intern in the spring of 2023. He plans to continue his education at Grove City College this fall.

Primarily assisting the service team, Caleb’s support has proven useful in many ways.

Caleb’s hobbies include hiking, playing ping pong, and spending time with friends.


Rafaela Rodriguez

Client Services Intern

As the Client Services Intern at Abich Financial, Rafaela utilizes her background in customer service to assist with client service requests and onboarding.

She is currently studying business administration at Northern Virginia Community College, looking to transfer to George Mason in the fall of 2024. In her free time, she enjoys staying active, baking, and DIY-ing. Rafaela also enjoys watching the Washington Spirit DC women’s soccer team and following college baseball.



John Agustin

Client Relations 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.


Haley Brodnak

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.


Matthew Hutchison

Client Relations Associate

Matt joined Abich Financial in the fall of 2023 shortly after receiving his B.S in Communications and Economics from James Madison University.

He brings years of experience in retail customer service management and direct sales.

His background in sales and customer service allows him to excel at client acquisition and screening. His mission is to foster meaningful relationships within the community and help potential clients make the best decisions possible when it comes to their retirement.

In his free time, Matt enjoys reading, going on hikes, or snowboarding in the winter.


Pedro Ordunez La Rosa

Client Relations Associate

Pedro recently joined Abich Financial in February of 2024, bringing his proven track record in sales, management, and exceptional customer service.

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.


Diego Herrera

Paraplanner, Advisor Team Lead

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.



Christopher Jenks

Compliance and Marketing Manager

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 family.


Kristina Nishanian

Front Office Associate

Kristina joined Abich Financial in the summer of 2023 with a B.S. in communications from Virginia Commonwealth University. Her background in customer service, office management, business administration and accounting has proven valuable to the Operations team.

She plays a vital role in ensuring the seamless daily functioning of the business and cultivating a consistently positive client experience.

In her free time, Kristina enjoys taking walks with her dog, painting, and spending time with friends and family.


John Volk

Office Intern

John joined Abich Financial in the summer of 2021 and continued pursuing an interest in finance after graduating high school in 2023. John is currently attending Northern Virginia Community College while assisting in a diverse variety of roles around the office.

In his free time, John enjoys reading, exercising, and spending time with his family.


Research & Support

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.

Robert Bacik

Media Director

Heather Branch

Retirement Key Radio Co-Host

Kaitlyn Grimes

Advisor CMO

Mike Macho

Chief Radio Officer

Drew Newell

Legacy Planning Team

David Wilkinson

Director of Television

Meet with our team

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