Gretchen M. Shields
Client Services Administrator
Gretchen serves the firm as a 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. She and her husband, Phillip, have two children, Drew and Tyler.