Skip to main content
menu
  • Home
  • Insight And Events
    • Insight
    • Events
  • Team
    • Affiance Financial
    • Partners
    • Advisors
    • Investment Committee
    • Client Service and Operations
    • Join Our Team
    • Contact Us
  • Approach
    • Overview
    • Values
    • Process
    • Contact Us
  • Services
    • Overview
    • Financial Planning
    • Investment Planning
    • Risk Management Planning
    • Estate & Legacy Planning
    • Corporate Retirement Plans
    • Contact Us
  • Client Center
    • Overview
    • Pay My Invoice
    • Client Portal
    • ShareFile
    • Schedule a Meeting
    • Useful Websites
    • Contact Us
  • Start Today
  • 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

The Affiance Financial Team

Mike Bayliss

Lead Business and Technology Analyst

Kyle Berg CFP®, BFA™

Financial Planner

Steve Drost CFA, CFP®, BFA™

Financial Planner

Andy Fishman CFP®

Principal, Financial Planner

Tammy Gallagher

Bookkeeper and Benefits Administrator

Brendan Halleron CFP®, AIF®, 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

Megan Pace

Administrative Manager

Steven Schoenberger JD

Financial Planner

Logan Selvig FPQP™

Paraplanner

Victoria Simpson

Client Service Specialist

Tanner Steele

Trader / Analyst

Eric Unger

President and Chief Compliance Officer

Marc Usem

Director of Trading and Financial Planner

Marcia Zappa

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

Start Today

JOIN OUR EMAIL LIST

INFORMATION

Privacy Notice
Form CRS
Our ADV

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.

We are licensed to sell Insurance.

© 2021 Affiance Financial All rights reserved.