About Us

Born from a merger of two successful wealth management practices, Abeles Flurie Wealth Management Group continues the tradition of developing long term relationships around client-centric investment advice. As credentialed Certified Financial Planners ® Bill Abeles, Jr., Dave Abeles and Ryan Flurie lead a team of tenured investment professionals with a combined industry experience of over 100 years. The practice has transformed into one providing comprehensive multi-generational investment and wealth management advice for a select group of families, business owners, non-profit organizations and foundations.

Paramount to our approach is the philosophy a client’s strategy should reflect their specific needs, is monitored and adjusted to life transitions with the investments allocated to achieve those goals. Our advice is independent, objective and unbiased while coupled with a frank and open discussion around fair and reasonable compensation for the client’s desired wealth management services.

Our practice, based in Hagerstown, Maryland is privileged to serve our clients in the Mid-Atlantic region. Additionally, through our multi-generational relationships we have expanded our wealth management services to serve clients located all over the United States.

Abeles Flurie Group Photo

Your Team

David Abeles holding a globe

David M. Abeles, AAMS ®, CFP ®

Managing Director - Investments


Dave has been in the financial services industry since 1987.  He focuses on all facets of investment planning and wealth management. Dave also provides knowledge on institutional accounts and employer sponsored retirement plans. Prior to joining the group, Dave managed an employee benefits practice for an international consulting firm for 13 years. He is also a member of our team’s investment committee, which oversees and develops investment processes and strategies. In his commitment to clients, he has earned multiple certifications, such as becoming a Certified Financial Planner™ (CFP) professional, and is also an Accredited Asset Management Specialist® (AAMS). Dave graduated from historic Gettysburg College in Pennsylvania.

On the Personal Side:

Dave and his wife, Stacey, live in Hagerstown, Maryland and are lucky to have three adult children. The three kids, Zach, Connor and Sophia, have left the nest, but Dave and Stacey make sure to visit them.

Dave devotes much of his time to the community and is highly involved in the Hagerstown Rotary – Sunrise Club. He has served as President of the Club, Sunrise Rotary Foundation President, and even chaired the International Committee.  He also believes in the mission of Rotary International as a 5-time Paul Harris Fellow.

Additionally, Dave is Chair of the Hagerstown Community College Foundation Investment Committee. He has also served the community as past Chairman of the Board of the Washington County Chamber of Commerce,  President of the Board of Community Rescue Service and St. James School Parents Association President.

Something you May not Know:

Our group’s motto is “helping clients navigate through financial waters.” Surprisingly, we have discovered these are not the only waters Dave can navigate. In his younger days, Dave qualified for the YMCA Junior Swimming Nationals, two times.

William Abeles showing his love for Orioles baseball

William Abeles Jr., CFP ® , CLU ® , ChFC ®

Managing Director – Investments


The team has plenty of tenure, and Bill is certainly no exception. Bill joined his father in 1992 with previous experience, and now has over 30 years in the financial industry. Bill brings an expertise in employer 401(k) retirement and pension plans to the team.  He has worked with companies of all sizes. Bill’s thorough understanding of 401(k) development stems from assisting in the 401(k) plan design, installation and communication to both trustees and the participants. Bill believes employer benefits and investment strategies should be incorporated into a holistic approach which includes wealth management and investment planning.  The industry continues to evolve, so Bill has dedicated himself to education so his clients get precise and updated information. He became a CERTIFIED FINANCIAL PLANNER™ certificant, and also earned professional designations as a Certified Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC) from the American College of Financial Services.  Bill is also a proud alumnus of Muhlenberg College in Allentown, Pennsylvania, earning degrees in both Economics and Business Administration.

On the Personal Side:

He and Beverly, his wife for over 30 years, live in Hagerstown Maryland. They are blessed to have four children—Will, Charlie, Maddie and Kevin.  Bill enjoys his family and often travels to visit them as they are spread across the map. Bill enjoys coaching youth sports and almost any outdoor activity.  Ironically, when feeling youthful himself, Bill participates in adult baseball tournaments in Cooperstown, New York and survived two Philmont High Adventure Boy Scout camping trips in the mountains of New Mexico with his Eagle Scout sons

Something you May not Know:

Bill loves to swing for the fence, and although he doesn’t always make contact, he hit a memorable homerun in 2008, figuratively speaking. Bill was manager of the 11-12 year old Federal All-Star Team, who went on a fascinating winning streak in the summer of 2008. Bill’s team went on a 6 game run in Bristol Connecticut to win the Mid-Atlantic Region, which punched their ticket to the Little League World Series in Williamsport, Pennsylvania.

Ryan Flurie dreaming of soccer

Ryan Flurie, MBA, CFP ®

Senior Vice President - Investment Officer


Ryan Flurie began his professional career in the financial industry over 10 years ago before joining the Abeles Flurie Wealth Management Group in 2011. He works with both individual and institutional clients to help them build, manage, protect and transition their wealth. He also assists with the oversight of the investment process and the development of strategies and services. Before joining the team in 2011, Ryan was a commercial lender/business banker for M&T Bank. Ryan is an active member of multiple non-profits, the Hagerstown Rotary Club, The order of the Good Samaritan of Frederick Memorial Hospital, and is currently serving on the Board of Directors for the Maryland Symphony Orchestra and Leadership Washington County. Forbes Magazine has recognized Ryan as one of America’s Top Next-Generation Wealth Advisors.

Ryan received a Bachelor of Science degree in Marketing and Finance from Salisbury University. During those four years, he was a member of the varsity soccer team and named to the All-Academic Conference Team, three times. Since then, Ryan has gone on to get a Master of Business Administration (MBA), became a CERTIFIED FINANCIAL PLANNER™ (CFP ®) professional, and is currently working on courses to earn the Certified Private Wealth Advisor ® (CPWA ®) designation. Ryan resides in Frederick, Maryland.


On the Personal Side:

Ryan is a native of Hagerstown, Maryland where most of his family still resides. His parents are local business owners and his Grandfather had a medical practice for over 61 years. He has one younger sister, who has a Doctorate in Pharmacy and works at the Virginia Commonwealth University Hospital in Richmond, Virginia. Ryan still plays soccer on the weekends and hopes to eventually get involved with the coaching side of the game. Ryan is a mentor for Washington County Public School students, where he helps teach financial skills to First Generation College bound high schoolers. Every year, since 2011, Ryan and the Abeles Flurie Wealth Management Group coordinate a $10,000 donation from the Wells Fargo Housing Foundation to the local Habitat for Humanity.

Something you May not Know:

Ryan’s mother is a dance teacher and has owned her own studio since 1989. Though Ryan has never taken any formal dance classes, he did inherit the dancing gene from his mother. Given this background, Ryan was asked by his mother to participate in the annual Dancing with the ARC Stars, a fundraising event for the ARC of Washington County. Ryan and his dance partner took 1st place in the competition, and helped the community raise over $100,000. Ryan is now known for his theatrical style and grace, he thinks.

Karen Simms cooking

Karen Simms

Senior Client Associate – Assistant Vice President


Karen has over 19 years of experience working in the financial services industry. She began her career with Legg Mason and worked with UBS in Bethesda Maryland before joining the Abeles Flurie Wealth Management Group in 2011. One of Karen’s main responsibilities is to assist with administration of retirement plans, which has many facets. From helping clients ease the transition of a job change through assisting with rollovers, scheduling enrollment meetings, and engaging with clients when questions arise, she ensures a smooth process. Karen is also responsible for distributing marketing materials that keep our clients informed and educated, and she often discovers meaningful sponsorship opportunities for the practice too.

On the Personal Side:

Karen was brought up in a Navy family and was fortunate enough to travel to many parts of the U.S. while attending several different schools. Karen married her husband, Kevin, in 2005 and has lived in Hagerstown, Maryland for 12 years. She is a mother of two children, Kyle and Kayla and also the family dog, Blue. Karen spends most of her time driving her kids to soccer and horseback riding lessons. All the while, trying to maintain the house and keep everyone nourished. In her spare time, she enjoys cooking for her family, listening to music and loves to dance.

Something you May not Know:

Karen has a soft spot for horses. She used to partake in competitions and has plenty of ribbons to show for it. She hopes to begin riding again when her children are grown and finally start cooking for themselves, although we remind her – her children may always want mom’s cooking.

Kelly Reid doing yoga

Kelly A. Reid

Financial Consultant

On the Personal Side:

Kelly is passionate about health and wellness. Outside the office you can find Kelly practicing her handstands and arm balances. She enjoys all aspects of a healthy lifestyle from lifting weights, practicing yoga and experimenting with different dietary theories. Kelly lives in Frederick and serves in her church’s outreach children’s ministry.

Something you May not Know:

After reading Kelly’s previous section, it is appropriate to mention her favorite motto: “The first wealth is health” ~Ralph Waldo Emerson
She recently earned a Health Coach Certification from the Institute of Integrated Nutrition, which is the oldest school of its kind in America. ……….Let’s just say we hide the doughnuts.

Jimmy Sutch catching a football

Jimmy Sutch, MBA

Financial Consultant


As a financial consultant, Jimmy likes to enrich the client experience by making personal finance come to life through goals based financial planning. From there, he works with clients to make their financial lives simpler through succession planning, wealth management and risk management. Jimmy also helps with institutional consulting, where he helps businesses through the process of establishing a healthy retirement plan, or recreating already established plans to better suite their model. He also sits on the investment committee, which creates and monitors our investment strategies and portfolios.

Before joining the Abeles Flurie Group, he was a student-athlete at Shepherd University, where he accepted a football scholarship. Jimmy finished his Bachelor of Science in 2012 and immediately continued his education to complete his Masters of Business Administration (MBA) in 2014. Jimmy is securities registered, passing both the Series 7 & 66. Currently, Jimmy is working toward the rigorous CERTIFIED FINANCIAL PLANNER™ (CFP ®) designation.

On the Personal Side:

Jimmy lives just outside historic Shepherdstown, West Virginia, with his wife, Amber. His hobbies include just about anything active or outdoors. Finding sunshine in the mountain state can be difficult during some seasons, so he and amber enjoy traveling as well. He is consumed in the world of fitness which Jimmy claims was no choice. His mother has owned 4-Star Athletic Complex in Williamsport, Maryland for over 28 years. Jimmy is also an outdoor enthusiast and appreciates conservation. He is a member of several non-profits that support land and wetlands conservation.

Jimmy also dedicated his time to Public Partnerships LLC, a consulting firm to help provide at-home healthcare for those with developmental and physical disabilities, and did so for over 6 years. Jimmy is a member of Shepherdstown Rotary Club, and volunteers for Habitat for Humanity, which is dedicated to building “simple, decent, and affordable housing” for the underprivileged.

Something you May not Know:

Most people that know Jimmy certainly do not think of art as his specialty. But in his youth, during his senior year of high school, his abstract painting was selected to grace the cover of his high school’s art memoir. No trophy to prove it, but an honor nonetheless.

Barbara Winters going to the beach

Barbara K. Winters

Senior Registered Client Associate – Vice President


Barb has 17 years of experience in the financial services industry, and her time with Abeles Flurie Wealth Management dates back to 2006. As a fully registered client associate, Barb works closely with our Financial Advisors to support our clients’ financial needs. Not only is Barb dedicated to providing unmatched service on the financial front, but she also deeply enjoys getting to know the clients on a personal level. Prior to joining the Abeles Flurie group, she worked at Legg Mason. Barb is a proud graduate of Hood College, where she earned a Bachelor of Science degree.

On the Personal Side:

When Barb is free from the office, she loves traveling. Traveling normally involves her toes in the sand and plenty of sunshine. She also enjoys exercising and most importantly, spending time with family and friends.

Something you May not Know:

Barb is a proud grandmother of three energetic grandchildren. She feels blessed to have them nearby so she can witness all their accomplishments. Ice hockey, lacrosse, volleyball and ballet are just a few sports Barb now attends for her grandchildren. The never ending cycle of sporting events keeps Barb plenty busy as their #1 fan.

Stephanie Kennedy showing her love for football

Stephanie Kennedy

Registered Client Associate - Assistant Vice President


Stephanie has been providing excellent customer service with the firm since 2006. She was originally hired as a receptionist for Wachovia Securities prior to the merger with Wells Fargo Advisors.  As time passed, Stephanie continued to impress colleagues and her roles with the firm transformed. Stephanie became an Operations Specialist providing operations support to four separate offices in the complex before joining the Abeles Flurie Wealth Management Group. Just recently, Stephanie was honored as 2016 Team Member of the Year. This award recognizes team members with distinguished passion for service, commitment to high values, and excelling at helping our clients. Stephanie is also securities registered, passing both the Series 7 & 66.

On the Personal Side:

Stephanie was born and raised in New Oxford, a small town in Adams County, Pennsylvania. She attended college at Shippensburg University and made her way south to Hagerstown, Maryland. Stephanie, her boyfriend Steven and their son Chase are enjoying making memories in their recently purchased home in Hagerstown.  Stephanie is a huge sports fanatic and loves watching football and baseball.  As an Eagles and Phillies fanatic she enjoys visiting and attending games in her favorite city – Philadelphia!

Something you May not Know:

Stephanie makes the best buffalo chicken dip in the tristate area. For football events, picnics and office parties - buffalo chicken dip is demanded by friends and colleagues. Some may argue that “you don’t know buffalo chicken dip until you’ve tried hers!”

Carol Gillespie hugging a turtle

Carol Gillespie

Senior Registered Client Associate - Vice President


Carol, the most tenured teammate on our roster, has been working in the financial services industry for over 40 years. She began at Robert Garrett & Sons in Baltimore in the late 1960’s as their receptionist and has since been devoted to the industry. Carol works closely with all members of the team to assist in the preparation and ongoing servicing for clients. Carol became fully registered in 1995 as she passed her Series 7, Series 66 and health and life insurance registrations.

On the Personal Side:

Carol was raised in a military family. She was even born in Camp Lee, an army base outside Richmond, Virginia. She firmly recognizes Pittsburgh, Pennsylvania as her home; we think this is derived from her love of the Steelers. She met her husband while they were teens in Baltimore, Maryland but they have lived in Fairfield, Pennsylvania since 1987. Their lovely home in Pennsylvania has a beautiful view as it is tucked next to Ski Liberty and Carroll Valley Golf Course. She begrudgingly gave up skiing a few years back, and now relies on football to fill the void. Her favorite teams are the Redskins and of course, the Steelers. Carol enjoys the beauty in nature and adores all animals. She has rescued five cats and six turtles, and loves them all.

Something you May not Know:

Although Carol believes her football fandom filled the void when she gave up skiing, it appears football has always had a special place in Carol’s heart. In the mid 1970’s, Carol sold her grand piano to raise funds for the purchase of season tickets to the Baltimore Colts.

kimberly Blenckstone playing tennis

Kimberly Blenckstone

Senior Registered Client Associate - Vice President


Kim joined the firm in 2001 and has been a committed team member ever since. Kim is general securities registered and her 23 years of industry experience is a true asset to the team and clients, alike. She takes great pride in developing long lasting relationships through a personal approach. She works closely with the advisors to assist in all facets of the client experience. Prior to Abeles Flurie Wealth Management Group, she worked at Legg Mason in Hagerstown, Maryland. Kim earned a Bachelor’s degree in Journalism and Mass Communications from the University of South Carolina. Kim previously worked in broadcasting in Myrtle Beach, South Carolina and at WHAG TV in Hagerstown.

On the Personal Side:

Kim is a native of Myrtle Beach, South Carolina and moved to Hagerstown in 1992. Interestingly, The Hagerstown Suns brought the Blenckstone family to Maryland when Kim’s husband David and her father in-law, Winston, purchased the Hagerstown Suns franchise. Even though the team was sold in 2001, Kim and her family continue to call this community home. She has a son, Adam, a graduate from the University of Delaware with a Sports Management Degree. Adam also played for Bill Abeles’ Little League Team, which qualified for the Little League World Series. Her daughter, Taylor, plays D-1 lacrosse at Longwood University. Kim is also involved with Habitat for Humanity. She coordinates volunteer efforts to help with the construction of new homes for a deserving family. In her spare time, Kim enjoys playing tennis, going to the gym, and cooking.

Something you May not Know:

Sometimes you may say the phrase, “I wish there were two of me.” Well, Kim can say this truthfully, at least somewhat. Kim has a twin brother, Kenny. He still resides in Myrtle Beach. Kim hopes to retire down there so she can see her brother and enjoy the beach whenever she pleases.

Thomas Trimble with his daughter sporting all Orioles baseball gear

Thomas Trimble, CMFC®

Financial Consultant


As a Financial Consultant of the Abeles Flurie Wealth Management Group, Tom works with individual and institutional clients by providing a high level of service and advice to help clients achieve their financial goals. In addition, Tom is a member of the team’s investment committee, which develops and reviews investment strategies and processes. Prior to joining Abeles Flurie Wealth Management Group, Tom was the Operations Liaison for the Wells Fargo Advisors hub serving the Leesburg, Warrenton, Winchester, and Hagerstown offices.

Tom holds a Bachelor of Science degree in Business Administration with a minor in Economics and Finance from Stevenson University. Tom continues to add depth to his knowledge base. He earned his Chartered Mutual Fund Counselor (CMFC ®) certification from the College for Financial Planning and is currently working on completing his Certified Investment Management Analyst ® certification program.

On the Personal Side:

Originally from Eldersburg Maryland, Tom moved to Williamsport Maryland after meeting his wife Stefanie in 2011. Tom and Stefanie also welcomed Chelsie, their first daughter on July 20th, 2016. Tom is engaged in the community and dedicates time to his church. Currently, he is chairman of the scholarship committee which awards scholarships to students pursuing higher education. He also loves sports! Tom plays softball every Friday during the summer months for his church league, and spends time on the basketball court when he can.

Something you May not Know:

Before entering the financial industry in 2008, Tom went to culinary school in Pittsburgh Pennsylvania at the Le Cordon Bleu Institute. There he received his culinary degree. Even though not working in the restaurant business, Tom still dabbles in the kitchen. Tom’s specialty is his irresistible lasagna. He claims the secret is in his homemade tomato sauce.

Our Services

The spectrum of wealth management services available to our clients includes:

  • Review and understanding of your financial objectives
  • Comprehensive financial advice, investment and portfolio management
  • Estate planning strategies *
  • Pre- and post-retirement planning
  • Retirement plans for individuals and businesses
  • Education planning
  • Debt and liability management *
  • Life insurance and long term care analysis *

We believe successful wealth management is a dynamic, evolving process. The individual goals of our client relationships demand a thorough understanding of those goals and creative, well-thought out solutions.

if you'd like help developing strategies for pursuing your financial goals.

The Envision Process

Individuals & Families

We build long-term relationships with our clients by gaining an in-depth understanding of their financial needs, both as investors and individuals. At the core of our planning process lies the Envision ® planning tool which aids us in developing a customized financial course of action.

Using the Envision ® planning process, we will help you:

  • Define measurable objectives, both short- and long-term
  • Realize the delicate balance between attaining your goals while mitigating unnecessary risks
  • Identify a plan of action suitable for your financial timeline

The Envision planning process can also engage your trusted legal and tax advisors to forge your unique estate and charitable giving plan.

View the Envision Questionnaire

View the Value of Asset Allocation

The Envision Process
Sunset on the ocean

401k, Trust & Corporate

The spectrum of wealth management services available to our clients includes:

  • Endowment and Trust Portfolio and Business Cash Management
  • Retirement Plan Design and 401(k) Plan Consulting
  • Employee 401(k) Communication and Participant Advocacy
  • Retirement Plan Fiduciary Consulting and Plan Oversight
  • Executive Deferred Compensation Plans
  • Corporate Stock Option Services

*Access to lending products and services through Wells Fargo Affiliates

1Wells Fargo Advisors is not a tax or legal advisor. However, we will be glad to work with you, your accountant, tax advisor, and/or lawyer to help you meet your financial goals.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Community Outreach

Team Photo Habitat for Humanity

Taking a page from the advice we provide to clients regarding their charitable intent, Abeles Flurie Wealth Management believes in giving back to our community. We support non-profit organizations with our time as well as, financial support.

Supported Organizations

Habitat for Humanity

Hagerstown Community College Foundation

Maryland Symphony Orchestra

Maryland Theatre

Mason-Dixon Boy Scouts Council

Rotary International (Sunrise and Downtown)

Fulton County Medical Center

Meritus Foundation

Frederick Memorial Hospital

Leadership Washington County


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Abeles Flurie Wealth Management Group of Wells Fargo Advisors
13200 Fountain Head Plaza #102
Hagerstown, MD 21742
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(240) 513-2744


(301) 791-0840