The Affiance Financial Team

Andy Fishman CFP®

Founding Partner, Financial Planner

Eric Unger

Partner, President, Chief Compliance Officer

Megan Pace

Partner, Director of Client Support

Marc Usem

Partner, Chief Investment Officer

Marcia Zappa

Partner, Director of Marketing & Business Development

Kyle Berg CFP®, BFA™

Partner, Financial Planner

Michael Fishman CFP®

Financial Planner

Brendan Halleron CFP®, AIF®, BFA™

Partner, Financial Planner

Chris Johnson CFP®

Financial Planner

Dan Lear CFP®, CPWA®, BFA™

Partner, Financial Planner

Steve Lear ChFC, CLU, BFA™

Founding Partner, Financial Planner

Tammy Gallagher

Office Manager

Caden Gilbert

Data Analyst Intern

Tyler Hanson

Financial Paraplanner

Susan Jensen

Client Service Specialist

Zachary Kluz

Investment Analyst/Trader

Keely Matis

Marketing & Communications Manager

Brittney Mork

Client Service Specialist

Emma Roberts

Scheduling and Editing Specialist

Gabby Roman

Marketing & Communications Intern

Hunter Schwimmer

Associate Financial Planner

Tanner Steele

Investments Analyst & Data Manager

Nichole Tessier

Executive Administrative Assistant & Paraplanner

Lucas Warner FPQP®

Lead Financial Paraplanner