When you work with Affinity Investment Services representatives, you gain the collective experience of a team of financial professionals who strive to protect your interests.
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Howard Golick
Howard Golick has nearly 25 years of financial services experience. He is a Registered Representative of LPL Financial and holds the Series 7, 63 and 65 registrations through LPL Financial, in...
Indya Kellman
Indya Kellman brings 15 years of retail banking and investment management experience to Affinity Investment Services. Previously, Indya was a Financial Advisor for Lakeland Financial Services and M&T...
Jack Ricker
Jack Ricker is an experienced financial services professional, who has worked in the industry since 2012. He holds the Series 7, 63, and 65 registrations through LPL Financial, in addition to life...
Jeffrey Smith
Jeffrey Smith has over 20 years experience as a Financial Consultant, with the last 6 years serving at Affinity Investment Services. Additionally, he is a Registered Representative of LPL Financial....
Kim Trimmer
Kim Trimmer brings 23 years of industry experience to Affinity Investment Services. Previously, Kim was a Vice President at Lakeland Bank, Branch Manager of its Denville and Caldwell offices....
Mark Dubel
Mark is a seasoned financial professional with over 20 years of experience as a Financial Consultant, specializing in retirement planning. He holds the Series 7, 53, 63, 65, and 24 registrations...
Michael Tormey, CFP®
Michael Tormey brings 32 years of industry experience to Affinity Investment Services. Mike was a VP, Financial Advisor at Lakeland Financial Services and a Senior VP, Financial Advisor at Santander...
Pier Mutovic
Pier Mutovic brings 19 years of industry experience to Affinity Investment Services. Previously, Pier was a Financial Advisor for Lakeland Bank, M&T Bank and a Licensed Banker Sales Manager for...
Robert Hikes, CFP®, MBA
Robert Hikes is a Certified Financial Planner™ professional and has worked in financial services since 1999. He holds the Series 7, 63, 65, and 24 registrations through LPL Financial, in...
Thomas Zubrycki
Thomas Zubrycki is a seasoned financial services professional with over 30 years of industry experience. He is a Registered Representative of LPL Financial. He holds the Series 7, 63, 65...
Timothy Mol, CFP®
Tim Mol brings 19 years of industry experience to Affinity Investment Services. Tim began his career in the financial services industry with Wachovia in 2004. Before joining LPL in 2023, he worked at...
William Pretory
William Pretory has over 10 years of financial services experience as an executive, professional public speaker, and investment consultant. He is a registered Representative of LPL...