Team

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.

who we are

Meet The Team

Mark Bertoli CPCA

Senior Investment Advisor

John Van Limbeek CFP

Senior Investment Advisor

Donna Bertoli

Accounting, Client Services Experience

Amy Hamilton

Client Services Manager

Taylor Bertoli

Client Services Administrator

Tamara Pitre

Client Services Administrator

Janelle Mann

Client Services Administrator

Derrick Verkaik

Client Services Administrator

Kayla Edge

Client Services Administrator

Stacey Ceron

Client Services Administrator & Director of Business Development

Patricia De Siqueira

Administrative Associate

MD Omi

Administrative Associate

Krista Bifano

Administrative Associate