2600 North Mayfair Road
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Founder & Financial Advisor
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.
Certified Financial Planner™
Jason served four years in the United States Marine Corps, and he brings that same dedication to working with clients. He specializes in comprehensive financial planning and is interested in partnering with individuals and families over time and across generations to ensure their long-term investment objectives are fulfilled. He began his career with AFA, Inc. in 2002 after graduating from UW-Madison. He is a Certified Financial Planner™ and earned an MBA with an emphasis in finance from UW-Milwaukee. To learn more, please call or email Jason.
CPA and Financial Advisor
Matt served four years in the United States Marine Corps, and has over 20 years in the Fire Service, the last 12 of those years in the City of Milwaukee. He brings that same desire to serve to our team, helping clients throughout the planning process. Matt earned his bachelor’s degree with a double major in Accounting and Finance from the University of Wisconsin-Milwaukee in 2017. He then became a Certified Public Accountant in 2021 with a background in corporate tax. He also holds a series 65 Registered Investment Advisor License.
Dawn May brings over 25 years of financial services experience to Affiliated Financial Advisors, Inc. Her experience includes managing her own book of clients, overseeing compliance and automating business processes. Dawn is an integral member of our team-based approach by offering comprehensive, integrated financial services. She believes in working closely with clients and she is always ready to work with you.
Dawn holds a Series 65 Registered Investment Advisor License and is also a licensed Wisconsin Insurance agent. She specializes in life insurance, annuities, and health insurance, including Medicare Supplement and Medicare Advantage plans. She is certified and licensed for UnitedHealthcare® Medicare Products.
Lori brings 20 plus years of customer service experience to Affiliated Financial Advisors. Since joining AFA, she provides efficient, organized and friendly support to our clients. Whether it is answering the phone, or greeting clients, she makes everyone feel welcome.