Abby Presley, CFP®
Wealth Advisor &
GenerationNeXt Team Leader
My primary focus is to help simplify my clients’ financial lives. I enjoy partnering with my clients’ to create a plan which serves as a clear and comprehensive financial foundation. Once a plan is established, implementing and providing strategies along the way to support their goals is truly rewarding.
Professional Financial Planning Experience
- Professional experience includes assisting the financial planning team in providing thorough analyses in all aspects of our clients’ financial situation in order to provide sound recommendations to help clients achieve financial security.
Career History
- Bedel Financial Consulting, Inc. Financial Planner
- Franklin Wealth Advisors, Financial Planning Intern
- D3 Financial Counselors, Financial Planning Intern
Education and Professional Designations
- Bachelor of Science in Consumer Economics, Financial Planning Concentration, University of Illinois
- CERTIFIED FINANCIAL PLANNER™ designation, College for Financial Planning.
Professional Activities
Goodwill Foundation of Central and Southern Indiana, Board Member (2023 – Present)
Goodwill of Central and Southern Indiana Young Leaders, Board Member (2016 - 2022), Advocacy Committee Chair (2018 – 2019), Vice Chair (2020), Chair (2021)
Financial Planning Association, Member (2012 – Present)
Financial Planning Association of Greater Indiana, NexGen and Student Development Chair (2015 – 2017)
Check out more fun facts about Abby:
BLOG POSTS
5 Easy Ways to Save on College Costs
College is one of the largest expenses you’ll encounter in your lifetime. Aside from attending an in-state university or receiving scholarships, there are other ways to reduce the amount of money spent on college costs. In addition to saving on tuition, students have the ability to minimize other expenses such as books, room and board. Here are five easy ways to save on costs:
Wedding Approaching? What about a Prenup?
What’s your reaction to the words “prenuptial agreement” or “prenup?” I’m betting “romantic” ...
Estate Planning for the Digital World
What happens to your Facebook account when you die? Or, your beloved iTunes music library? Your estate plan provides for the management and ...
Taking Care of a Whole New Generation of Wealth Accumulators
For parents, the questions never stop no matter the age of your children. Perhaps your new college graduate needs financial direction on what to do ...
New Date for FAFSA Filing: October 1
Important Changes: If you have a student in college or bound for college next year, the process for filing the FAFSA starts October 1st.
Who Should You Trust?
According to the Bureau of Labor Statistics, over 250,000 professionals call themselves financial planners or advisors. When looking for advice, how do you determine who is qualified to provide you the personalized plan that can achieve financial independence?
Smoking and Financial Health
Smoking cigarettes will negatively impact your physical health. This is a widely known fact. Have you considered the financial impact?
Wedding Costs! Really?
If you are over age 60, you probably spent a few thousand dollars or less for your wedding, including all the trimmings.
Vacation Timeshare: Research Before Purchase
Do you enjoy vacationing every year at a favorite resort? If so, you have likely been approached to purchase a local timeshare unit.
Who are Your Beneficiaries?
When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s definitely time to review!
Tips for Completing the FAFSA
Completing the Federal Application for Student Aid (FAFSA) to apply for financial aid for your college-bound child is a stressful process that can tie up your free time for weeks.
The Dangers of Jointly Owned Property with a Non-Spouse
It is very common for spouses to title property that they own together as “joint with right of survivorship”. When one passes, the other owns the property outright. It’s simple, easy, and automatic.