Client Services

In order to provide you with the first rate client services you deserve, our client service team should be your first point of contact for anything you need including:

  • Making appointments
  • Opening, closing or updating accounts
  • Transferring or distributing funds

Access Your Accounts

  • Charles Schwab (https://client NULL.schwab NULL.com/Login/SignOn/CustomerCenterLogin NULL.aspx?&kc=y&sim=y)
  • TDAmeritrade (https://www NULL.advisorclient NULL.com/AdvisorClientWeb/logon NULL.do)

Jennifer Nelson

  • Email Jennifer (jennifer null@null abfsnw NULL.com)
  • (425) 451-0499
  • (888) 451-0499

Gretchen Gordon

  • Email Gretchen (gretchen null@null abfsnw NULL.com)
  • (425) 451-0499
  • (888) 451-0499

Lisa Windman

  • Email Lisa (lisa null@null abfsnw NULL.com)
  • (425) 451-0499
  • (888) 451-0499