Investment Dashboard 
Planning Dashboard 
Retirement Dashboard 
Estate Planning Dashboard Coach, Partner, Personal CFO, Friend...
Call us what you like, we’re here to help you meet your financial goals.
A shelter in the storm of bad advice, conflicts of interest, dumb tech, and greedy financial institutions.
ABRI is French for “shelter,” and it stands for the relief you’ll feel when you have a professional on your side, working together toward shared goals.
Our Story
ABRI started from the frustration of success. Very early in his career, ABRI’s founder, Zack Wallace became the nation’s Top Advisor at a Fortune 100 financial planning company. But once he made it there, he was completely disappointed. That company’s objective was not to provide the best advice possible but instead to sell as many products as possible.
So Zack left and started ABRI. Whose mission is to be the best place for clients to get advice and for advisors to give it.
Clients want to work with an advisor they trust who is smart, kind, proactive, and responds quickly to their questions. And advisors want to work at a place that mandates personal character, client care, and credentialed competency.
That mission has resonated and ABRI now has clients in more than 30 states and continues to look for innovative ways to be the best place for clients and advisors.
Our Values
In all staff and advisors, we look for these five key attributes.
Character
Forever and always, do the right thing
Courage
Speak the truth and help clients reach big goals
Competency
Know the answer or where to get it
Care
Listen with empathy and lift up those around you
Curiosity
Continually seek to improve and learn more
Our exceptional team of advisors is dedicated to helping you navigate the complexities of financial planning with expertise and care.
ABRI advisors…
Must earn their tax preparation certification (Enrolled Agent / EA) by year 1
Must earn their certified financial planner certification (CFP) by year 5
Must have character to do the right thing always and be the most trusted person in the room
Must have courage to speak the truth and help clients reach big goals
Must have competency to know the answer or know where to look for all financial questions
Must have care to listen with empathy and lift up those around you
Your Guides
Zack Wallace, CFP®, CLU®, RICP®
Founder
Zack Wallace, CFP®, CLU®, RICP®
Founder
Why Abri
I grew up stressed about money, and I want to free others from that stress.
Bio
Born in Michigan. BA in Theology. Earned his CFP®, CLU®, RICP®, GBA 1® throughout his award winning career starting in Corporate Finance to Wealth Management. Married to Kristin with six children who love to read and go on outdoor adventures.
Schedule a Call with Zack
Logan Johnson, EA®
Advisor + Director of Business Owner Services
Logan Johnson, EA®
Advisor + Director of Business Owner Services
Why Abri
I love solving complex problems and using my deep technical expertise to give people the smartest financial plan possible and total peace of mind.
Bio
Born in Kentucky. BS in Engineering. Engineer at Toyota to Operator in Private Equity to Advisor at Abri who specializes with small businesses. Married to Fran and loves time on the boat together.
Schedule a Call with Logan
Morgan Murray, CFP®, CDFA®
Advisor
Morgan Murray, CFP®, CDFA®
Advisor
Why Abri
I find fulfillment from the relationship I build with clients; helping them cast vision for what their lives can look like and providing clear, accessible advice to make it happen.
Bio
Born in Kentucky. BA in English. Marketing to non-profit management to Certified Financial Planner™ at Abri who specializes in working with retirees in transition and divorcees. Married to Matt with three kids in their blended family. Loves running, crafting, and volunteering in the community.
Nate Wallace, FRC®
Associate
Nate Wallace, FRC®
Associate
Why Abri
I chose to be an Advisor because I love sharing knowledge that allows others to enjoy their life with less financial stress.
Bio
Born in Michigan. BA in Economics. Employee Benefits to Project Management to Advisor at Abri who specializes with federal employees and software engineers. Married to Joni and loves to rock climb.
Schedule a Call with Nate
Nick Pidgorodetskiy, EA®
Associate
Nick Pidgorodetskiy, EA®
Associate
Why Abri
I want to create redemption in the financial hopes and dreams of those around me.
Bio
Born in Kentucky. BA in Finance & Accounting, Summa Cum Laude. Portfolio Manager to Wealth Management Advisor at Abri who specializes with professionals, retirees and business owners. Married to Eva and loves to work with his hands.
Schedule a Call with Nick
John Hanna, CPA®
Tax Director
John Hanna, CPA®
Tax Director
Why Abri
I love when all the pieces fit together and providing clear numbers to help people make the best decisions.
Bio
Born in Kentucky. BA & Masters in Accounting from University of Kentucky – Beta Alpha Psi. Deep accounting experience ranging from VC backed startups to Fortune 500 to national healthcare conglomerates. Loves to give back to his church and community.
Paul Biegel, CPA®
Accountant
Paul Biegel, CPA®
Accountant
Why Abri
Relationships are key and I love providing quality tax advice to those I care about.
Bio
Raised in Illinois. BS in Accounting from Calvin University. 10+yrs of experience in Audit, Tax, A/P, A/R, Fixed Assets, Bookkeeping for Small to Mid-Size Business nationwide. Loves time with his wife Kayla at the market and with his family.
Jordan Walker
Marketing
Jordan Walker
Marketing
Why Abri
I love how unique Abri is in the marketplace and finding creative ways to show our value.
Bio
Roots in Arizona and attended Arizona State University. Deep experience in logistics, financial analytics and marketing. Passionate about time outdoors, fashion and music.
David Millar, JD
Compliance Attorney
David Millar, JD
Compliance Attorney
Why Abri
Bio
We have Attorneys and Accountants in house and on retainer along side a full support team of employees, contractors, and independent consultants that allow us to provide the expertise you need no matter how complex your situation is.
Our team of CFP®s, CPA®s, JD®s, CLU®s, RICP®s, EA®s, and FRC®s have tax expertise, planning expertise, legal expertise, financial expertise, investment expertise, operation expertise, real estate expertise, and service expertise that provide our clients smart solutions at an incredibly fast response time.
Interested in joining the team?
We are always looking for talented people with character, courage, competency, care, and curiosity to join our team. Reach out so we can hear your story and see if there is a spot for you on our team.
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