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Quality Financial Service That’s Second to None

Going Above & Beyond

The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none. 

 

By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges. 

 

You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life. 

Meet the Team

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Dana L. Havens

Senior Financial Advisor,

RJFS, Managing Partner

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Mitchell L. Walker

Senior Financial

Advisor, RJFS 

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Ryan C. Patterson

Senior Financial Advisor,

RJFS, Managing Partner

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Tammy Messier

Senior Financial

Advisor, RJFS 

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Dennis P. Williams

Registered Principal, RJFS

Managing Partner

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Mary Keyes

Senior Relationship

Manager

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Brian Lumley

Financial Planner, RJFS

MBA, AIFTM

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Marlee Wood

Relationship

Manager

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Beth Berns

Business Manager,

MBA

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Andrew Wall

Relationship

Manager

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Crystal Leach

Senior Registered Relationship Manager 

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Heather Elliott

Relationship Manager,

Office Manager 

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– Nicholas Sparks

“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”