Affiance Updates

Summertime in Minnesota — a few short months of (mostly) beautiful weather, along with boating, beaches, the Great Minnesota Get Together, a break from school for the kids, family vacations, and more! In this month’s blog, a few of our team members share their favorite summer vacation memories.

Ever wonder what led our advisors to the financial planning industry? In honor of April being financial literacy month, we asked our team what sparked their interest in becoming financial planners.

We often joke about “all the letters” following many of our advisors’ names. But each designation represents time and effort spent honing their craft. The latest letters you may have noticed are BFA™, representing certification in Behavioral Financial Advice.

Over the years, Affiance Financial has worked hard to enhance our efficiency. But try as we might, we just can't seem to avoid the game of phone and email tag that occurs when trying to schedule a meeting. You are busy people. Finding room for us on your calendar isn't always easy. We get it. And we want to help.

Affiance Financial has long partnered with BestPrep, an organization that helps students build business, career, and financial literacy skills. Years ago, Principals Steve Lear and Andy Fishman helped start the organization’s Financial Matters program, which teaches high school students financial literacy skills.

We made two additions to our staff this quarter — meet Mike Bayliss and Jodi Friendshuh.

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.

At Affiance Financial, it’s no secret that the only constant is change. This summer, we added two new faces to our roster. And this fall, two of our current team members will be moving into new roles.

Long, sunny days are made for relaxing on a park bench, deck chair, or floatation device with a good book. Here are some of the things we've been reading this summer. 

Meet the newest member of the Affiance team – Steve Drost.