Superior 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
Marlee has been a Relationship Manager, specializing in Retirement Plans since 2008. She serves as a Rollover and Enrollment Specialist for all aspects of our team’s Retirement Plan clients.
Marlee provides ongoing support to both employers and employees of various plans, including the coordination of enrollment meetings, distribution requests, and transitions to new providers. In addition to her years of dedication, she takes great pride in fostering long-term relationships with the companies and its employees.
– Nicholas Sparks
“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”