Jeffrey A. Baumert, AIF® / Partner

Managing Director - Private Account Services

Jeffrey Baumert joined Advisor Financial Services, LLP as a partner in June 2006. He serves the firm as the Managing Director of Private Account Services and as chairman of the investment committee. He is registered with the state of Georgia as an investment adviser representative of Advisor Financial Services, LLP. Jeff is a 1987 graduate of Virginia Polytechnic Institute and State University where he earned a B.S. in Materials Engineering. He has earned the Accredited Investment Fiduciary™ (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh's Joseph M. Katz Graduate School of Business, by completing training in investment fiduciary responsibility.

Robert J. Coopman, CFS, BCAA, BCE, AIFA® / Partner

General Counsel & Managing Director of Institutional Retirement Services

Robert Coopman, co-founder of Advisor Financial Services, LLP, is Secretary and General Counsel. He also serves the firm as Managing Director of Institutional Retirement Services. His additional duties are: Chief Compliance Officer, Investment Committee member, producer of the podcast website www.401kpodcast.biz, and frequent contributing writer for "The Advisor" newsletter. He is registered with the State of Georgia as an Investment Advisor Representative of Advisor Financial Services, LLP. Rob is a 1980 graduate of Florida State University, B.A., co-majors in Business Administration and English; graduate of The University of Florida College of Law, Juris Doctor, 1993; Active member of the Georgia Bar since 1994; Member of the Fiduciary Law Section and Business Law Section of the Georgia Bar; Retired Marine Corps Reserve, LTCOL, 2000; Certified Fund Specialist (CFS), Board Certified in Asset Allocation (BCAA), and Board Certified in Estate Planning (BCE) awarded by the Institute of Business and Finance. Accredited Investment Fiduciary Analyst™ (or AIFA®) awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh's Joseph M. Katz Graduate School of Business and certifies him to conduct investment fiduciary assessments.

Carl A. Youngdale, AIF® / Partner

Managing Director - Employee-Direct Retirement Services

Carl Youngdale, co-founder of Advisor Financial Services, LLP, is Managing Partner and Managing Editor for the firm. He also serves as Managing Director of Employee-Direct Retirement Services as well as a member of the investment committee. He is registered with the state of Georgia as an investment adviser representative of Advisor Financial Services, LLP. Carl is a 1981 graduate of the University of Virginia and holds a B.S. in Aerospace Engineering. He has earned the Accredited Investment Fiduciary™ (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh's Joseph M. Katz Graduate School of Business, by completing training in investment fiduciary responsibility. He is also a member of the National Association of Tax Practitioners (NATP) and the Financial Planning Association (FPA).

Carrie L. Budd

Executive Editor

Carrie is an award-winning public relations professional with 15 years of experience in media relations, public relations, news editing and reporting, and marketing. She holds a bachelors degree in journalism from the University of Georgia, and a master's degree in public administration from Kennesaw State University. Carrie was recently honored with a resolution of commendation from the Georgia General Assembly's House of Representatives for her years of outstanding leadership and service to the community.

Danita L. Blackwell

Manager - Operations & Compliance Administrator

is the Director of Operations and the Compliance Administrator for the firm. She joined the company in 2000 after 15 years in the banking industry, where her areas of expertise included IRAs, auditing and compliance. During that time, she also taught "Principles of Banking" for the American Institute of Banking. Danita attended Reinhardt College before transferring to Kennesaw State, earning a B.A. in business administration with a focus in finance. She and her husband, Eddie, live in Waleska with their children Drew and Emily. Danita is active in her church as a youth leader, choir member and assistant Sunday school teacher. She also enjoys baking and attending her children's basketball games.

Jill L. Pivato

Manager - Private Client Services

serves as Client Services Representative overseeing account administration for private clients including initial account set up, performance reporting and trading. She is registered with the state of Georgia as an investment adviser representative of Advisor Financial Services, LLP. Jill joined the firm in 2003. She earned a B.A. in fashion merchandising and marketing from Bowling Green State University in Bowling Green, Ohio. She and her husband, Michael, have three children, Malorie, 14, Makenzie, 10, and Michael John, 8. Jill enjoys attending her children's sporting and drama events as well as reading, gardening and cooking.

Greta L. Dotson

Employee-Direct Retirement Services Client Administrator

serves as the firm's Employee-Direct Retirement Services program client administrator. She works with new clients during the initial set up process, as well as rebalancing accounts and making investment model changes when requested by clients. Greta attended school in Asheville, North Carolina studying business management. Prior to joining Advisor Financial in 2000, she worked at Lockheed-Martin, earning certificates in quality assurance, management and supervision. Greta enjoys volunteering with her church and spending time with her family.

Gretchen M. Shields

Client Administrator

serves the firm as client administrator, overseeing account services activities. She is responsible for the initial set up of accounts, rebalancing accounts, and data entry. Prior to joining the Advisor Financial team in 2003, she worked as a legal secretary in the Cobb County Solicitor's office. Gretchen is an Awana Leader with her church's youth group and serves as a team coordinator with the Cherokee County baseball program. She and her husband, Phillip, have two children, Drew, 15, and Tyler, 9.