|
We are fortunate to have a very experienced and highly talented staff, most of whom have been with ABFS more than five years and two of whom have been with ABFS for more than 15 years.
 |
|
Connie K. Shelton
Connie has been with us since 1985. She handles client billing, IRA/Annuity distributions, RIA and other licensing, and assists with quarterly reports. Please contact her with any questions pertaining to your quarterly invoices or IRA distributions. Connie works Tuesdays and Thursdays from 7:00 a.m. to 3:00 p.m. |
|
|
Traci Max
Traci started with ABFS in 1992, and is now the keystone of our back-office operations. Traci is the primary computer database designer, handles ABFS bookkeeping, and oversees production of our quarterly client reporting. |
 |
|
Mandy J. Gibbons
Mandy joined ABFS in April of 2006. She maintains our securities database and is a key individual in the production of our clients' quarterly reports. |
 |
|
Teri Thompson
Teri joined ABFS in August 2006 as an Operations Specialist. She helps maintain our client database, is involved in quarterly report production, and handles a variety of operational responsibilities. Prior to joining ABFS, she worked with Charles Schwab & Co. and MFS Investment Management as a Registered Representative, and she has held accounting and accounting manager positions with several large organizations. Teri hails from Phoenix, Arizona and studied political science at Arizona State University. |
|
Internal Operations
