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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Client Support

Mitch Bernier

Client Service Specialist/Paraplanner

Shelby Fitch

Front Desk Coordinator

Tammy Gallagher

Bookkeeper and Benefits Administrator

Brittney Hoese

Client Service Specialist

Susan Jensen

Client Service Manager

Breanna Lewis

Client Service Specialist

Keely Matis

Marketing & Communications Specialist

Megan Pace

Partner, Director of Client Support

Ryan Smith

Trader/Analyst

Tanner Steele

Investments Analyst & Data Manager

Nichole Tessier

Executive Administrative Assistant

Eric Unger

Partner, President, Chief Compliance Officer

Marc Usem

Partner, Chief Investment Officer

Lucas Warner

Financial Paraplanner

Marcia Zappa

Partner, Director of Marketing & Business Development

GET IN TOUCH

600 Highway 169 S., Suite 1750
St. Louis Park, MN 55426

Phone: (952) 544-9818 (800) 570-2941

Email: affiancemail@affiancefinancial.com

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Important Disclosures

   

Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services.  Member FINRA/SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

Affiance Financial only transacts business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

We are licensed to sell Insurance.

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