Greg serves as an investment advisor and is the founder of Affinity Investment Group, LLC an investment advisory firm registered with the SEC, to offer wealth management and distribution-planning services for retirees or those planning to retire.
After earning his Bachelor of Science, a dual degree in economics and finance, from Bentley University in 1991, Greg became a Chartered Financial Consultant in 2001. This came upon completion of courses in estate planning, financial planning, business planning, income tax, and retirement and pension planning through the American College.
Greg is past president of New Hampshire's chapter of the National Association of Insurance and Financial Advisors, having served previously in several capacities on its board. He was awarded the "Distinguished Financial Advisor Award" in 2008. He currently serves on the Executive Committee of the Million Dollar Round Table (MDRT).
Greg has garnered national exposure in professional trade magazines on practice management and planning issues and is also a sought-after speaker on these subjects. He is co-author of several books which discuss Asset Protection and Retirement Distribution Planning.
Greg loves hiking, mountain biking and vacationing in his RV.
He resides in Candia, New Hampshire with his wife and three children (when they are not away at school).
Peter serves as senior investment advisor at Affinity Investment Group, LLC. Peter is a Certified Financial Planner™ (CFP®). He graduated from the University of New Hampshire with a Bachelor degree in Economics and started his career working on Wall Street. Since then he ran an award winning Seacoast restaurant with his wife before circling back to the financial industry. He enjoys bringing his "Wall St. knowledge to Main St." and serving the clients of Affinity Investment Group, LLC.
When not working , Peter enjoys Karate, snowboarding, skateboarding around Hampton with his dog, and attending the many sports activities of his three children.
James serves as an investment advisor at Affinity Investment Group, LLC. James graduated from The Peter T Paul School of Business and Economics at the University of New Hampshire with a degree in Business Administration. James works to create and maintain relationships built on trust, honesty and transparency with both clients and strategic partners. He currently resides in Revere Massachusetts
In his free time James enjoys spending time with his friends and family. He also enjoys the beach and boating around the coastal regions of New England.
Ben does most of the client related financial reporting at Affinity Investment Group, LLC. Most clients see his reports during review meetings, at the end of each quarter, and at tax time for realized gains or loss reporting. He has a Master’s in Accounting from SNHU. He resides in Fryeburg, Maine with his wife and children.
When not working Ben enjoys hiking, the arts, drawing, and playing his guitar.
Denise serves as Affinity Investment Group, LLC' s Chief Operations Officer. She is responsible with overseeing the day-to-day administrative and operational functions at Affinity. She has a degree in Business Administration and brings a broad scope of client service and management expertise having spent many years working in the financial services industry. Denise resides in Bow with her husband.
In her free time Denise enjoys gardening, hiking, and spending time with family and friends.
Diane is Affinity Investment Group, LLC's Relationship Manager. Diane will greet you at our Exeter office and assist you in any scheduling needs.
Diane grew up and resides in Exeter with her husband and two children. Diane graduated from Palm Beach State College with a business/marketing degree. In her free time she enjoys spending time with her family skiing, hiking and other outdoor activities.
Lucas serves as an investment advisor at Affinity Investment Group, LLC. He graduated from the Grossman School of Business at the University of Vermont with a degree in Business Administration. He enjoys problem solving and goal setting with clients. He currently resides in Somerville, Massachusetts.
When not working Lucas enjoys skiing, hiking and backyard gatherings with family and friends.