More than 40 years experience in the financial industry

Abigail Rose

Summer Intern

Abbie is ambitious and driven, with a passion for financial planning. She is excited to learn from the Vaylark Financial Services team and appreciates this internship opportunity. Abbie’s strengths include her positive outlook, energy, and ability to work with a diverse population. Although new to the financial services field, she seeks to build her knowledge and apply her attributes in the business world.

Abbie, a rising sophomore at Elon University, is pursuing a major in Finance with a minor in Marketing. She has demonstrated academic excellence while successfully juggling a part-time job on campus and a vibrant social life. Her involvement in various clubs, such as Women in Sales, American Marketing Association, and Intermural Pickle Ball, showcases her ability to manage multiple responsibilities. Abbie is also a member of Zeta Tau Alpha, an organization dedicated to raising awareness and funds for breast cancer.

Abbie resides in Mansfield Center, Connecticut, with her parents and older sister, Elizabeth. She enjoys traveling to Martha’s Vineyard to visit her family, spending time with her cat, and going to the gym.

2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.