Abbey Rollins joined Aldrich Wealth in 2007 after five years at a traditional brokerage firm. She was drawn to the firm’s commitment to personal financial planning, an area not emphasized in the brokerage industry. Soon after joining Aldrich Wealth, Abbey earned her CERTIFIED FINANCIAL PLANNER™ practitioner designation (CFP®) and helped expand the firm’s financial planning capabilities.

As Partner + Director of Family Office, Abbey advises high-net-worth families, executives, and business owners on the complex decisions that come with significant wealth. Her work includes coordinating investment, tax, estate, philanthropic, and multigenerational planning strategies to help families protect, grow, and transition wealth with purpose. Abbey values the long-term relationships she builds with clients and works closely with their broader advisory teams to keep planning clear, coordinated, and aligned with each family’s goals.

Abbey is a member of the Estate Planning Council of Portland and enjoys the complexity of family wealth planning. She is also an alum of the University of Oregon Investment Group and enjoys staying connected to students interested in careers in finance.