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. Along with comprehensive financial planning, we help people navigate life quakes - such as widowhood, divorce, retirement and career transition. Our professional and thoughtful assistance guides those experiencing financial change to focus and move forward with comfort and more confidence.

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

We provide a comprehensive approach to your financial planning. Here are some of the areas in which we can serve you:

· Comprehensive financial analysis

· Portfolio construction and implementation

· Retirement Income Planning Strategies

· Estate Planning Strategies

· Divorce Financial Analysis

· Intergenerational Wealth Transfer Strategies

Our advisors

Renee Hanson

Renee Hanson

CFP®, BFA, CEP®, CDFA®, ChFC®

Private Wealth Advisor

Certified Divorce Financial Analyst®
Learn more about Renee Hanson Visit Renee Hanson's website
Matt Hanna

Matt Hanna

CFP®, APMA®, CDFA®

Financial Advisor

Learn more about Matt Hanna Visit Matt Hanna's website
Dale Shafer

Dale Shafer

CFP®, APMA®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dale Shafer Visit Dale Shafer's website

Our team

Kim Hoppens, CLU<sup>®</sup>,ChFC<sup>®</sup>,CDFA<sup>®</sup>

Kim Hoppens, CLU®,ChFC®,CDFA®

Practice Manager

Qualifications

  • CLU®, ChFC®, CDFA®
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Rose Cosgrove

Rose Cosgrove

Client Service Manager

Kathy Schaar

Kathy Schaar

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Stacy Halvorson

Stacy Halvorson

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Matt Wood

Matt Wood

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Marie Camacho

Marie Camacho

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