Hefty Wealth Partners Announces Addition of David Abuaf as Chief Investment Officer

AUBURN, Ind.--(BUSINESS WIRE)--Hefty Wealth Partners, a nationally recognized independent wealth management firm, announces the expansion of its investment committee with the addition of David Abuaf.

“David has demonstrated a wide breadth of knowledge and an impressive resume that will enhance our clients’ experiences and will broaden the range of services we offer individuals and institutions”

Given his extensive investment expertise, Abuaf will assume the duties of Chief Investment Officer and will direct the implementation of the firm’s flexible advance and protect investment strategy. In addition to holding the Chartered Financial Analyst designation, David brings experience and expertise in market, economic and financial analysis that will allow the firm to make informed investment decisions.

The investment committee, also consisting of Chief Executive Officer David Hefty and Wealth Partner Doug Lockwood, now boasts an enhanced team of top-notch professionals who demonstrate a blend of analytical and in-depth investment knowledge with an understanding of clients' unique financial needs.

“David has demonstrated a wide breadth of knowledge and an impressive resume that will enhance our clients’ experiences and will broaden the range of services we offer individuals and institutions,” says CEO and Co-founder David Hefty. “David is a skilled, intelligent investment professional, and his addition is indicative of our commitment to helping our clients with strategies to build and preserve their wealth.”

“I’m excited for the opportunity to be a part of the Hefty Wealth Partners team, and I am looking forward to maintaining and building upon the firm’s steadfast commitment to personal service and unbiased advice,” notes Abuaf.

Abuaf’s experience runs the gamut, having spent time as an Equity Research Analyst for Principled Capital Management, along with having served on the manager research and portfolio management team at Corbin Capital and Morgan Stanley. He has also spent time with Republic National Bank on the foreign exchange currency desk and has worked on Bear Stearns’ Fixed Income Derivatives team in London. Moreover, he holds both an undergraduate degree and an MBA from the prestigious University of Chicago. David is a member of both the CFA Institute and the CFA Society of Chicago.

An occasional Triathlete, in his spare time Abuaf enjoys traveling domestically and abroad with his wife Amanda to broaden his understanding of the world and in search of new SCUBA adventures.

About Hefty Wealth Partners

Hefty Wealth Partners is an independent wealth management firm founded in 2000, providing comprehensive financial planning and investment management strategies to individuals, families, small businesses and institutions.

Founders David and Stacy Hefty have been nationally recognized for their success and expertise within the financial industry.

Hefty Wealth Partners can be reached at 260-927-1830 or www.heftywealth.com.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Hefty Wealth Partners, a registered investment advisor and separate entity from LPL Financial.