Abby Schilz

Abby is a Client Service Manager for David Dunn Wealth at Fiduciary Alliance, where she plays a key role in  ensuring exceptional client experiences. With her extensive background in client strategy  and service, Abby is dedicated to managing client relationships, coordinating  communications, and overseeing all aspects of service delivery. She works closely with the  wealth management team to provide tailored solutions and ensure that clients’ financial  goals are met with the highest level of attention and care. 

Abby brings a strong foundation in consulting and benefits management from her previous  role at Willis Towers Watson, where she honed her skills in client strategy development,  vendor management, and complex problem-solving. Her ability to anticipate client needs  and deliver seamless support has been invaluable to David Dunn Wealth’s commitment to  providing personalized, comprehensive wealth management services. 

In addition to her client-facing responsibilities, Abby continues to leverage her background  in actuarial science, financial analysis, and insurance to offer unique insights that benefit  clients in their long-term financial planning.