Originally from New Orleans, Louisiana, Chris attended the University of Georgia where he played trombone in the Redcoat Marching Band. Not long after graduation, his family moved here to Walton County and has lived here ever since. While playing in the Athens Symphony Orchestra in the early 2000’s, Chris was able to set the plans for his future in becoming an independent, wealth advisor. While earning a Bachelor’s in Business Administration, he also received a minor in Spanish. His love for Spanish led him on several mission trips to Bolivia and he had the honor of starting a missions sending organization (501c3) that was responsible for six missionaries, both in the United States and abroad, most notably in South America and Africa. Chris has a heart for restoration, having added his office, The Nowell-Wheeler House, to the historic register for Walton County. Professionally, Chris is in his third decade of experience in the financial services industry after getting his start at Morgan Stanley in 2000 where he received an award for outstanding performance. He launched his company Abundance in 2008 and was most recently named to the 2022 and 2023 Bulldog 100 list, the top 100 fastest-growing companies owned or operated by alumni of the University of Georgia.* Chris holds multiple FINRA licenses including the Series 7, 63, and 65. He has been working with individuals and families for decades and has seen how focusing on the longevity of wealth, while at the same time working with the entirety of a family can lead to wealth being stewarded generationally with great success. Chris is gifted in vision and strategic life planning, particularly in identifying obstacles that are inhibiting individuals and families from realizing a life fully-lived. Chris currently serves as Vice Chair of the McDaniel-Tichenor House Board of Directors and the Chair of Strategic Legacy Development. In addition to the McDaniel-Tichenor House, he currently sits on the boards of the I AM Foundation, and the board for A Word from the Lord, the teaching ministry of Rev Dr Foley Beach, the Archbishop of the Anglican Church.
*Bulldog 100 award is granted by the The UGA Alumni Association. Award is granted each year to 100 organizations owned or led by UGA alumni as measured by their business’s compounded annual growth rate during a three-year period. The 2023 Bulldog 100 list is based on submitted financial information for 2019-21. Advisor did not pay a fee to be considered. This award should not be considered a testimonial or endorsement and is not indicative of future performance. For further information on qualification, please see https://alumni.uga.edu/b100/.
Curtis has over twenty years of marketing and communications experience. Prior to spending thirteen years in Bolivia as a Christian missionary serving non-profit organizations, he managed marketing for the Atlanta Ballet and the Allliance Theatre, the largest non-profit theatre in the Southeast. Curtis was personally mentored by the late Virginia Vann, former Chief Marketing Officer who oversaw the launch of the Cingular Wireless brand. During his tenure at the Alliance Theatre, he worked alongside BBDO advertising agency in Atlanta in 2008 and won the Gold Effie Advertising Award, an awards program launched by the New York American Marketing Association that honors the most effective advertising efforts across different industries. Curtis is now bringing his branding and promotion experience to the financial services industry in an effort to improve client experience and communications at Abundance.
Hannah graduated with honors from the Georgia Baptist College of Nursing at Mercer University. She has over a decade of experience in customer service which has allowed her to care for and service the needs of many people throughout her career. Hannah handles general phone, text, and email correspondence with clients. If you need something done, Hannah will take care of you.
We are committed to providing investment management you can have confidence in.
Our goals-based strategies and directional portfolios are designed to avoid emotion-driven investing and provide a balanced, yet flexible, structure for investors to accumulate, preserve, and distribute their wealth to pursue the financial security they need to live life on their own terms.
We steward your heart, not just your finances.
We truly believe that it’s about so much more. Stewarding the heart means building a relationship with you – so that we will be there with you during the celebrations and even during the hard and painful times. Our commitment is to be a great listener and never talk down to you.
We serve a limited number of individuals and families and offer boutique-style, personalized services tailored to the client's goals.
That means you aren’t just a number with us. It also means that by understanding your goals and unique risk tolerance, we will work together to determine how to invest in your best interest. We understand that it's not about putting you in a box with all the other investments. We will help find the best option that meets your financial needs and then we will invest with a plan and at a pace you're most comfortable with.
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For investors with $500k or more
Stop by and see us at the historic, Nowell-Wheeler House.
(Parking is available behind the building and along Williams Street)
248 North Broad Street
Monroe, GA 30655
Abundance, LLC
678.884.8841 (Call or Text)
248 North Broad Street
Monroe, GA 30655
connect@findabundance.com
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. Abundance is not affiliated with Kestra IS or Kestra AS.
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