Tom Dufresne

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Tom Dufresne

Senior Financial Planner and OSJ Branch Manager

Mobile:

(952) 253-2565

E-mail:

Tom heads up our appointment preparation department. He prepares client net worth, asset allocation, rate of return, and other reports in preparation for client meetings. He also works on research projects, cost basis calculations, and makes most of the securities trades. Tom has a B.A. from the University of St. Thomas and has been an integral part of the staff at Affiance Financial since 1992.

Team members

Andrew B. Fishman

Financial Advisor

Steven M. Lear

Financial Advisor

Philip J. Novisky

Financial Advisor

Matthew A. Berhow

Financial Advisor
Director of Insurance and Company Retirement Plans

Seth Meisler

Director of Investments , Co-Director of Operations

Laurel Netznik

Co-Director of Operations

Mike Anderson

Junior Associate

Denise DePyper

Client Support Specialist

Tom Dufresne

Senior Financial Planner and OSJ Branch Manager

Kevin O'Laughlin

Senior Financial Planner

Darleen Roach

Client Support Specialist

Penne Swenson

Client Support Specialist

Eric Unger

Senior Financial Planner & OSJ Branch Manager

Patty Voigt

Personal Assistant to Steven M. Lear and Andrew Fishman

Melissa Walker

Administrative Assistant to Andrew Fishman & Steven Lear

Barb Eytinge

Kolbe Certified Consultant

Securities and investment advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.
Affiance Financial, LLC and Financial Network Investment Corporation are not affiliated.

Registered to sell securities in the following States: Arizona (AZ),California (CA),Colorado (CO),Connecticut (CT),Florida (FL),Georgia (GA),Iowa (IA),Illinois (IL),Indiana (IN),Massachusetts (MA),Maryland (MD),Michigan (MI),Minnesota (MN),Mississippi (MS),North Carolina (NC),New Jersey (NJ),New Mexico (NM),Nevada (NV),New York (NY),Ohio (OH),Pennsylvania (PA),Rhode Island (RI),Tennessee (TN),Texas (TX),Virginia (VA),Washington (WA),Wisconsin (WI),Wyoming (WY).

Registered for Advisory Services in the following States: Minnesota (MN).

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