Jeff 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 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 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 Financial Planning Association (FPA).
Beth serves as the Client Services Manager for the firm. She is a graduate of the Emory University Financial Planning Program and a CFP® candidate. She passed the national CFP® exam in March 2008 and is currently fulfilling her 3 year work experience requirement to use this designation. She also holds a securities license and is a Registered Investment Advisor Representative of Advisor Financial Services. She earned a bachelors degree in business administration from Furman University in Greenville, SC. After 16 years in Supply Chain at the Georgia-Pacific Corporation, Beth decided to pursue a career in the financial services industry in 2007. She joined the firm in May 2009.
Jill serves as the Assistant Client Services Manager overseeing account administration for 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, Makenzie, and Michael John. Jill enjoys attending her children's sporting and drama events as well as reading, gardening and cooking.
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 serves as both as the Compliance Administrator for the firm and as Assistant to the Partners. She joined the firm 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, Georgia 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.
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.
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.
Dr. Ann Gillette is a faculty member in the Economics, Finance and Quantitative Analyses Department in the Michael J. Coles College of Business at Kennesaw State University. Currently she also serves as a Visiting Scholar at the Federal Reserve Bank of Atlanta and is a member of the Executive Board for the International Economic Science Association. She holds a Ph.D. in economics from Texas A&M University. Previously, Ann has served on the faculties in the finance departments at both Indiana University and Georgia State University. Her primary research interests include corporate control and governance, information transmission in financial markets, financial institutions, and experimental market design. Her research has been published in refereed journals such as the Journal of Finance, Review of Financial Studies, Contemporary Accounting Research, and Games and Economic Behavior.
David Hultstrom is the founder and president of Financial Architects.
Mr. Hultstrom began his career as a Financial Advisor at a small firm in Florida. Realizing his client’s need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wachovia Securities) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tools.
Mr. Hultstrom then joined Financeware as the Director of Training where again he taught Financial Advisors the proper methods of performing sophisticated modeling of financial plans and constructing appropriate investment portfolios. Subsequently, he founded Financial Architects, LLC to help individuals more directly.
Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals. He has been published in Financial Planning and Investments & Wealth Monitor and produces an e-mail publication for financial professionals with over 1,000 subscribers.
