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Our Investment Professionals

Meet Our Investment Professionals.

Your Team of Professionals

When you work with Affinity Investment Services1, you gain the collective experience of a team of financial professionals who strive to protect your interests. Through our strategic partnerships with recognized investment and insurance providers, your Financial Advisor has access to a wealth of resources to help assure your individual needs are met.

Financial Advisors are licensed and securities registered with the appropriate state securities and insurance offices.

Review the background information for each registered financial advisor on FINRA’s BrokerCheck.

Peter Cirillo

Peter Cirillo is a Registered Representative of INVEST Financial Corporation. He has experience as a financial advisor, investment manager and Assistant-Treasurer since 1988. He holds the Series 6, 7 and 63 registrations, in addition to life and health insurance.

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Mark Dubel

Mark Dubel is a seasoned financial professional with over 20 years of experience as a Financial Advisor, specializing in retirement planning.  He holds the Series 7, 53, 63, 65 and 24 registrations, in addition to life and health insurance.

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Howard Golick

Howard Golick has nearly 25 years of financial services experience.  He is a Registered Representative of INVEST Financial Corporation and has served Affinity for over 20 years. He holds the Series 7, 63 and 65 registration, in addition to life and health insurance.

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Robert Hikes, CFP®

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, in addition to life and health insurance.

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William Pretory

William Pretory has over 10 years of financial services experience as an executive, professional public speaker, and investment advisor.

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Jack Ricker

Jack Ricker is an experienced financial services professional, who has worked in the industry since 2008.

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Jeffrey Smith

Jeffrey Smith has worked as a Financial Consultant for over 20 years, with the last 6 years at Affinity Investment Services.

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Thomas Zubrycki

Thomas Zubrycki is a seasoned financial services professional with over 30 years of industry experience.

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© 2017 Affinity Federal Credit Union

1 Affinity Investment Services Financial Advisors are Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Affinity Federal Credit Union, Affinity Investment Services, or other entities named. Products offered are: • Not insured by the NCUA • not a deposit or other obligation of or guaranteed by any credit union • subject to risks including the possible loss of principal amount invested.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. INVEST does not offer tax or legal advice.

INVEST Financial Corporation's Privacy Policy

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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