Meet Our Team

Our people make us unique;

Our team makes us exceptional.

At our core, each of us on the Affinia team share the same mindset: one of dedication, care, and respect. It was this affinity for our clients and for one another that led us to name our firm Affinia Financial Group. The establishment of our multigenerational team to carry forward our practice illustrates our unwavering commitment to our clients, their families, and to one another. Get to know us!  

Wealth Advisors

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Affinia Team

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Managing Director of Operations
Bookkeeping & Internal Financial Reporting
Client Operations Associate
Portfolio Consultant
Chief Marketing Officer
Client Relationship Manager
Maintenance & Environmental Services