Our Executives

We carefully evaluate the specific needs, skills, expertise and aspirations of each client to assemble a client team we believe is best suited to assist them in pursuit of their goals. Clients receive personal attention from their dedicated team members and, depending on their needs, the direct involvement of Abacus Finance’s senior management team—a commitment that larger firms often can’t make.

Our team members offer a blend of experience, talent and diverse disciplines while sharing a commitment to intellectual integrity, expertise and excellence — working hard to earn and keep our clients’ trust through generations. Abacus Finance continues to deliver this level of service by attracting and retaining highly qualified professionals who all share a desire to provide effective, practical advice.

James D. Michael

Chief Executive Officer

Mark L. Henson

Corporate Director

Erik Asher

Chief Investment Officer

Daniel K. Shirply

Director - Financial Planning

Theresa Philton

Managing Director - Corporate Advisory

Eric K. Davidson

Managing Director - Family Office Services

Kevin Alexander cleaver

LLP Designated Member

Tracey Jane Cleaver

LLP Designated Member

Ken C. Johnson

Chief Investment Risk Analyst