The Team

Affinity Wealth Advisory Group

At Affinity Wealth Advisory Group, our mission is to leverage our experience, knowledge, and passion in helping clients define and pursue what is most important in their financial lives. We help people navigate life quakes - such as widowhood,divorce, retirement and career transition - focusing on guiding clients from their current state to their new normal.

We work diligently to understand what is truly important. We believe this enables us to provide the tailored guidance that helps clients transition in a way that can be both comfortable and effective. Working together we can help you feel more confident, comfortable, and in control of your financial life.

We take a comprehensive approach to financial planning and some of the services we provide include:

· Portfolio construction

· Retirement Income Planning Strategies

· Estate Planning Strategies

· Divorce Financial Planning Strategies

· Intergenerational Wealth Transfer Strategies

Our Advisors

Renee Hanson

Renee Hanson

Private Wealth Advisor

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Designations

CFP®, BFA, CEP®, CDFA®, CFS®

Top Areas of Focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Retirement Income Strategies

Education

BA, Business Management, University of Phoenix
CA Insurance #0E87143

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Matt Hanna

Matt Hanna

Financial Advisor

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Designations

CFP®, APMA®
CA Insurance #0E52423

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Our Staff

Kim Hoppens

Kim Hoppens

Practice Manager

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Qualifications

  • CLU®, ChFC®, CDFA®
Rose Cosgrove

Rose Cosgrove

Client Service Manager

Kathy Schaar

Kathy Schaar

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Stacy Halvorson

Stacy Halvorson

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Blair McLees

Blair McLees

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Matt Wood

Matt Wood

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