About Us

AFIN Family Wealth Management is an independent, financial planning-based advisory firm. My goal is to elevate the customer experience through comprehensive planning and peerless customer service. I am dedicated to providing my clients with the tools, education, and structure needed for them to accomplish their life’s goals. I specialize in holistic financial planning and feel it is imperative for a plan to integrate all aspects of financial resources and risk management- retirement readiness, investment management, insurance coverage (including long term care), tax management, estate planning, and all other intricacies of a client’s financial life.

Individual / Estate Planning:
- 401K Rollover
- Roth/Traditional IRAs
- Stock, Mutual Funds, ETF Selection
- Bonds/CDs
- Life Insurance
- Annuities
- Long Term Care Planning


Business Owner Planning:
- 401K Management
- SEP/SIMPLE IRAs
- Defined Benefit Plans
- Cash Balance Plans
- Key Employee Insurance
- Buy Sell Agreement
- Exit Planning