Broker Check

Our Team

George M. Schmidley

Founder & Financial Advisor

(414) 476-4999

(414) 476-4889

[email protected]

The Founder and President of Affiliated Financial Advisors, Inc., George, has worked in the financial services industry since 1985. His integrity and belief in a trusted advisor relationship aligned with client goals, governs his practice and business philosophy. He believes in a well educated investing public and also participates in many industry conferences and is an occasional speaker.

George earned his Bachelor’s degree in Finance from Marquette University in 1985. He also holds the Series 65 Registered Investment Advisor license and Wisconsin Insurance Life & Health licenses.

George is an active member in good standing with the Financial Planning Association of Southern Wisconsin and subscribes to their Code of Ethics. In 2000, he established Hope Community Foundation to support local mentoring programs, youth camps and educational scholarships for area youth.

Jason W. Voelker

Certified Financial Plannerâ„¢

(414) 476-4999

(414) 476-4889

[email protected]

Jason began his career with AFA, Inc. in 2002. His primary responsibilities include portfolio construction, asset management, and client account servicing.

After graduating from high school Jason enlisted in the Marine Corps and served our country for four years. After being honorably discharged, he attended the University of Wisconsin Madison where he received a Bachelor’s degree in History. In 2009 Jason received a Masters in Business Administration from the University of Wisconsin Milwaukee.

Jason is a member of the Financial Planning Association of Southern Wisconsin and subscribes to their Code of Ethics. He holds the following licenses: Series 65 Registered Investment Advisor and Wisconsin Insurance Life & Health. In 2008, he became a CERTIFIED FINANCIAL PLANNER™ practitioner.

Ellen M. Konop

Office Manager

(414) 476-4999

(414) 476-4889

[email protected]

Ellen worked in regional banking prior to joining AFA, Inc. in 1998. Since joining AFA, Inc. she has been an integral part of its growth and drive towards customer service. She brings a personal approach to client relationships and services many aspects of their accounts. Ellen is a graduate of the School of Business at UW-Stout with an emphasis in Finance.