Two teams hand-picked for you.
Our In-House Team combined with our network of External Specialists ensures that you have an institutional approach to addressing your complete financial picture.
In-House
External Specialists
Scott entered the financial service industry in 2003 as a college intern with Northwestern Mutual Financial.
Founder & Financial Advisor
Rick plays a lead role with the ongoing support of The Affinity Group's clientele.
Financial Planner, CFPⓇ, EA
Mark focuses primarily on helping clients with estate planning, trusts, as well as estate and business succession planning.
Estate-Planning Attorney
Mark A. Trubiano
Mel serves as a valuable resource to our firms clients in both matters related to estate planning as well as business planning.
Attorney
Mel Lute
Tom has 20 years of experience in the mortgage loan industry.
Owner, Pioneer Financial
Tom Crank
Focusing on group health and individual health insurance, Randy is a specialist with the Advanced Insurance Designs team.
Benefits Specialist
Advanced Insurance Designs
Randy Ecrement
Henton & Associated, Inc. is an accounting firm founded in 2005, owned by Andy Henton.
Certified Public Accountant
Certified Financial Planner
Andy Henton
Prior to his current capacity, Brandon attended Bowling Green State University, finishing with a degree in Finance.
Dunlap-Dupont & O'Donnell Insurance Agency
Brandon O-Donnell
Shawn is our second MBA student from Malone, graduating with a bachelor's degree in Business Administration and Sports Management.
Shawn Mills
Planning Department Intern
Braun, a current MBA student at Malone University, graduated with a marketing degree in the spring of 2019.
Braun Miller
Planning Department Intern
Currently attending Malone University, Christian will graduate with a degree in Business Administration and Finance.
Christian Specht
Planning Department Intern