Abe brings over 27 years of experience in the financial services industry, having begun his career as a Financial Advisor in 1993 with Smith Barney, in Oklahoma City. In 2003, Abe moved his practice to Merrill Lynch, serving as Vice-President of Investments and Senior Financial Advisor.
Abe joined Westside Investment Management. in 2014. Abe chose Westside Investment Management for its boutique approach to client relationships, as well as its independent and objective platform.
Abe’s investment philosophy is centered around each client and their specific goals, rather than on the markets and their inevitable – and emotional – swings. His investment strategy and process enable him to remain logical and independent on behalf of clients, thus helping them pursue their financial goals. Abe’s long-term, disciplined planning approach, along with personal service, have helped Abe build deep and long-standing relationships with his clients. Westside Investment Management is a perfect match with his investment philosophy and strives to provide clients with an exceptional investment and wealth management experience.
Abe received his Bachelor’s degree in Business Administration from Cameron University in 1990, where he was a four-year letterman on the varsity golf team. His professional registration and licenses include: General Securities Representative (Series 7 held through LPL Financial), Uniform Securities Agent (Series 63 held through LPL Financial), Investment Advisor Representative (Series 65 held through Westside Investment Management, Inc), and Annuity and Life Insurance licenses.
Abe lives in Edmond, Oklahoma with his wife, Connie. He and Connie enjoy traveling. Abe also enjoys Bible study, golfing and traveling.