Abbey Clark, FPQP®

Financial Planning Analyst

Email: aclark@vestia.com
Call | Text | Fax: 260-918-7694

Abbey Clark, FPQP®

Financial Planning Analyst

Email: aclark@vestia.com
Call | Text | Fax: 260-918-7694

Qualifications

  • BS in Marketing, Ball State University
  • Health insurance, licensed agent
  • Life insurance, licensed agent
To me, ‘Wealth that matters’ isn’t about the money, but rather having the ability to say, ‘I have been intentional with my family, I have fostered authentic community with friends, I have made a lasting impact for God’s Kingdom.’

Having started her career in the orthopedic device industry, Abbey was drawn to Vestia for the opportunity to serve doctors specifically. Her attention to detail and work ethic are matched only by her desire to give physician families an unparalleled client experience as she helps track all of the details associated with accomplishing their financial goals.

Abbey graduated from Ball State University with a Bachelor of Science degree in Marketing and minors in Entrepreneurial Management and Business Administration. Abbey is passionate about creating and fostering authentic community, and founded Delight Ministries at Ball State toward that end.

Abbey and her husband, Alex, live in Fort Wayne, Indiana with their dogs, Nala and Honey. She spends her time outside the office traveling to new places and hanging out with family and friends.

Where have you worked? What is the best thing that has ever happened while you were working?

Prior to working at Vestia, I was working in the orthopedic device industry at Zimmer Biomet. I like to think that my experience in orthopedics helped prepare me for how to serve our clients well at Vestia. I know firsthand from my Zimmer Biomet time what a typical day looks like for a physician and that the last thing a doctor should be worried about at the end of the day is his/her finances.

The best thing that has ever happened to me while working was meeting my husband, Alex! We met while working in Zimmer Biomet’s Global Knee Division. We talk about the moment we met each other all the time – neither of us thought we were shaking the hand of our future spouse the day we met! The rest is history! 

When did you first realize you were interested in finance?
Growing up, my grandpa was the owner of our family tax service business. I can remember watching him in his home office and wanting to be just like him. I’m sure he was secretly frustrated with me when I would play “office” and use his printing calculator for fun, but I like to think that’s where my love for finance began!
What is your favorite part of what you do at Vestia?
Although I enjoy the challenging, fast-paced, problem-solving nature of the finance industry, I have been amazed at Vestia’s approach when serving our clients. We don’t just care about the numbers; we care about the people we serve too. I love that we take the time to be intentional with our clients from the start and waste no time finding ways to make a difference in our client’s lives.

Let’s Connect

Ready to align your wealth with your goals? Contact us today.