The Affiance Financial Team


 

 

Mike Bayliss

Business Analyst

 

 

Kyle Berg

CFP®, BFA™
Financial Planner

 

 

Steve Drost

CFA, CFP®, BFA™
Financial Planner

 

 

Andy Fishman

CFP®
Principal, Financial Planner

 

 

Brendan Halleron

BFA™
Financial Planner

 

 

Bridget Isaacson

Client Service Manager

 

 

Dan Lear

CFP®, BFA™
Financial Planner

 

 

Steve Lear

ChFC, CLU, BFA™
Principal, Financial Planner

 

 

Maren Madsen

Client Service Specialist

 

 

Keely Matis

Marketing & Communications Specialist

 

 

Seth Meisler

CFA, CPA/PFS, CFP®, BFA™
Principal, Chief Investment Officer

 

 

Laurel Netznik

Director of Finance & HR

 

 

Nicole Nikolai

Front Desk Associate

 

 

Megan Pace

Scheduling & Editing Specialist

 

 

Steven Schoenberger

JD
Financial Planner

 

 

Logan Selvig

Executive Assistant to Steve Lear

 

 

Victoria Simpson

Client Service Specialist

 

 

Tanner Steele

Trader/Analyst

 

 

Eric Unger

President and Chief Compliance Officer

 

 

Marc Usem

Director of Trading and Financial Planner

 

 

Patty Voigt

Operations & Compliance Assistant

 

 

Marcia Zappa

Director of Marketing & Communications