Diane is Affinity Investment Group, LLC's Relationship Manager. Diane will greet you at our Exeter office and assist you in any scheduling needs.
Denise serves as Affinity Investment Group, LLC' s Client Service Manager. She is responsible for servicing client accounts and managing internal controls.
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, Ma
Peter is the Director of Operations at Affinity Investment Group, LLC and also serves as the lead advisor to our clients.
Greg founded 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.