Ann Mallison leads Abundance as Chief Experience Officer and Wealth Counselor, focusing on strategic client service and ensuring the firm’s values are reflected in all interactions.

Derek Varner contributes to Abundance’s Investment Committee with expertise in investment analysis, portfolio management, and economic research for clients and retirement plans.

Abundance customizes wealth strategies to protect clients and their families, aligning with their goals and managing all aspects of their financial plan.

Abundance develops individualized portfolios by understanding clients’ needs, tax situations, goals, and life circumstances.

The page explains why disability insurance is important for medical residents and how to evaluate policy options.

Market Update and Economic Outlook video for October 2026.

Equity indexes ended September mixed but remained near all-time highs, supported by strong corporate earnings and economic growth despite higher interest rates and geopolitical uncertainty. The Federal Reserve raised rates by 0.25% in September, the first hike since July 2023, citing stronger economic momentum, inflation, and energy-price pressures.

About team member Amy Henning, Executive Administrator for Martin Wildy at Abundance.

Brandon Scott brings over a decade of experience in client relationships, starting in hospitality before transitioning to financial services, where he emphasizes transparency and integrity.

Leanna brings a wealth of administrative experience and a background in managerial and support roles across higher education, defense contracting, and staffing recruitment. As an Executive Assistant to the Wealth Counselor team, Leanna is vital in ensuring seamless operations. She manages client relationships, schedules appointments, addresses inquiries, and oversees the team’s calendar. Her responsibilities also include organizing ... Leanna Prinkey

Mike Allison served on Abundance’s Investment Committee after a 33-year career in investment management, including 22 years at Eaton Vance Management as a global equity portfolio manager.

Richard DeFluri founded Abundance, an investment advisory service, in 2001 because there was something missing in the industry.

Abundance conducts research and financial planning to allow clients to focus on their priorities.

Abundance Wealth Counselors (“Abundance“) is an SEC registered investment adviser located in State College, PA. Abundance transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Abundance’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Abun

Clients accessing documents through Abundance’s secure web portal must use non-public machines and secure channels to protect sensitive information.