Who We Are
Helping You Make Meaning with Your Money
Our Mission: To instill a sense of abundance and purpose by empowering our clients to express their values through their wealth.
Team
We are a team of professionals dedicated to empowering and serving our clients by developing practical, dynamic financial plans. We are affiliated with Osaic Wealth, Inc., one of the largest networks of independent wealth management firms in the United States. This affiliation gives us access to an extensive range of investment options using a wealth management platform based on state of the art technologies. Osaic Wealth, Inc. is a key source of operational and educational support in a constantly changing financial environment.
Scott Berry, CFP®
Advisor
As a CERTIFIED FINANCIAL PLANNER™ practitioner with almost ten years of experience as a financial advisor, Scott brings a wide range of experience to Abundance Wealth Advisors. His areas of knowledge include retirement planning, investment planning, tax planning and insurance planning. He built his career focusing on advising public employees in Oregon and Washington on their pensions.
Scott has a passion for philanthropy and its positive, lasting impact on people’s lives. In his work as a financial planner and as a volunteer he has witnessed the beneficial effects of everyday philanthropy on donors, as well as recipients. He believes that, with sound financial planning, realistic philanthropic goals are within many people’s reach.
Scott is active in his community, serving on the board of an organization dedicated to improving mental healthcare for children. He enjoys hiking and camping in the Pacific Northwest with his family and neighborhood walks with his two dogs.
Patrick Franck, CFP®
Advisor
Patrick began his Financial Services career after graduating Washington State University in 2010 with a Bachelor of Science in Economics with a Financial Markets emphasis. As a financial advisor, he is inspired by making a positive difference in the lives of people he is fortunate to work with. He holds his CFP® designation, in addition to his series 6, 7, 63 and 65 licenses.
Patrick looks to help his clients pursue total wealth – extending beyond financial health to include community, family, and living with purpose. He helps his clients develop a unique plan that is specific to their individual situation, goals and what is truly most important in their lives.
Patrick currently lives in Sumner, WA with his wife and their daughter. He enjoys spending time with his family, traveling and golfing.
Brooke Paz
Paraplanner
Brooke was born and raised in Tucson, Arizona. Her career in the financial services industry began in 2007 and she has served as both a Client Service Associate and Paraplanner. As a team member of your financial planning team, she is committed to providing you with the highest quality of services catered to your individual needs.
Brooke obtained her Bachelor of Arts degree from the University of Arizona. She also holds her Securities Industry Essentials and Series 7 license. Brooke currently lives in Salt Lake City with her amazing husband Rick and their beautiful son Corey. She enjoys exploring beautiful Utah and going back to Tucson to visit family and friends.
Jeff Stoss
Director of Operations
A northwest native, Jeff has a decade of experience providing operational, compliance, and organizational support to financial advisors. He is the person behind the scenes, ensuring the firm functions at peak capacity.
Jeff has an affinity for systems and a keen eye for detail. He has developed a professional passion around enabling small businesses and organizations to run as efficiently and profitably as possible.
Jeff holds a bachelor’s degree in Business Administration from Western Washington University. In his spare time, he enjoys spending time at his local taphouse with friends, is a professional wrestling nerd, and can watch Twitch for hours while cooking amazing meals. He has also been known to argue with his cats over who gets the last slice of cheese. He enjoys going on adventures with his wife, discovering new favorite vacation spots and embarking on spontaneous road trips.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Core Values
The financial services industry has gained a reputation for not always acting in the best interests of those it serves. We want to change that. As fiduciaries we will always put our clients’ interests before our own. Abundance Wealth Advisors will always act with honesty, integrity, loyalty and respect.
Integrity
Abundance Wealth Advisors is committed to act with honesty and morality. Doing the right thing is what motivates us.
Mutual Respect
We acknowledge and appreciate our shared humanity. We listen and empathize first.
Community
Abundance Wealth Advisors is active in the community, seeking to create a lasting, positive impact. We act boldly and selflessly for the benefit of others.
Diligence
We strive to be outstanding in everything we do, working in the never ending pursuit of improving our craft and providing a world class experience.
Inclusion
Abundance Wealth Advisors treats each person as an individual, moving beyond “acceptance” to embrace differences.
Authenticity
Our ideals align with our values. We are true to ourselves and form genuine bonds with those we serve.