Affiance Team UpdateSubmitted by Affiance Financial on January 4th, 2018
Affiance Financial is growing again! This quarter, we added one new face and one old face to our team. Intrigued? Read on for an introduction, and reintroduction, to our latest team members.
Megan Pace, Scheduling & Editing Specialist
If you haven't met Megan (pronounced Mee-gan) yet, you will! She has taken over the firm's scheduling responsibilities (previously held by Molly Andersen, who is now part of the Client Service Team). Megan joined Affiance in October, bringing eight years of scheduling and customer service experience. In addition to arranging client meetings, Megan edits correspondence and manages our office supplies.
Brendan Halleron, Operations Analyst
Our second new team member, Brendan, isn't really new to Affiance at all. Beginning in 2011, he did two internships with the firm, first working on Kolbe and then on investments. After his internships, Brenden worked in several areas of the Cargill corporation, gaining exposure to everything from operations to accounting to IT. In October, Brendan rejoined the Affiance team. Now, he works closely with partner Seth Meisler, supporting clients by preparing for meetings, processing security business, and resolving client service issues.
Steve Drost, Financial Planner
One other important change to point out — Steve Drost has added three more letters behind his name, as he recently obtained his CFP© designation! Way to go Steve! All of your hard work and continued dedication is paying off.