- has a Master of Science in Finance (MSF) degree from Walsh College.
- also has a BBA and Master of Accounting (MAcc) degree from the University of Michigan.
- has been an advisor since 1999. Prior to this, he worked as a CPA and corporate accountant.
Investment Management & Financial Advisory
- had an eighteen year career in retail management, prior to working for Affinity
- by the end of her retail career, she had risen to Regional Director