ABFS has a wealth of talent and experience. Our seven advisors have over 100 years of combined experience managing investments. Most of our staff have been with ABFS more than five years - some for more than 20 years.

Advisors *click on the link to view photos and bios

 

		Bruce M. Yates, President and Founder
		Robert M. Pennell, Principal, Chief Investment Strategist
		Margaret H. Youch, Senior Financial Advisor
		Reginald I. Tilley III, CFP®, Senior Financial Advisor
		Edwin Ta Woo, Equity Portfolio Manager, Financial Advisor
		Mary Ann Ferreira, CFP®, Financial Advisor, Portfolio Manager
		Richard A. Merrifield, II, CFP®, Equity Portfolio Manager, Financial Advisor
		Joe Louis Cervantes, CFP®, Financial Advisor
		Randall C. Buck, CFA, Chief Investment Officer
		Jason Preti, Financial Planner

                            

Client Services *click on the link to view photos and bios

 

		Andrea Laub, Client Services Manager
		Jennifer A. Nelson, Client Services Associate
		Kristine A. Fredricks, Estate and Trust Account Administrator/Corporate Travel
		Courtney Smith, Client Services Associate

 

Internal Operations *click on the link to view photos and bios

		Connie K. Shelton
		Traci Max
		Mandy J. Gibbons
		Teri Thompson