Alex Dunn, Wealth Advisor, CFP® As every graduate knows, there is no shortage of advice given to them when they begin their professional lives. Alex connected with the advice from Steve Jobs: “The only way to do great work is to love what you do.“ For her, the continuous thread inspiring her throughout...

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Cynthia R. Haddad, Wealth Advisor CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Affinia Financial Group Caring for one another is at the core of our most valued relationships. For families of people with special needs, preparing for the future may seem overwhelming;...

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John Nadworny,Wealth Advisor,CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Affinia Financial Group The work of determining the resources needed to secure the future for a family with a complex life situation is part art, part science, and 100% preparation. Planning w...

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