About Our Team

Abbott Wealth Management delivers an elite world class experience where relationships are built and strengthened through our dedication to client service. We work with high-net-worth individuals, families, business owners and corporations to identify their financial goals and help to achieve them, and structure customized portfolios designed to both preserve and maximize wealth.

Meet Our Team

Mark Bertoli CPCA

Senior Investment Advisor
Insurance Advisor

John Van Limbeek CFP

Senior Investment Advisor
Insurance Advisor

Amy Hamilton

Investment Advisor
Client Services Manager

Taylor Bertoli

Client Services Associate
Insurance Advisor

Donna Bertoli

Bookkeeping
Client Services Associate

Derrick Verkaik

Senior Client Services Associate
Insurance Advisor

Kayla Edge

Client Services Associate
Office Coordinator

Stacey Ceron

Client Services & Business Development Associate

MD Omi

Client Services Associate

Cailin Dueck

Administrative Associate