Who We Are
AFMG is an advisory firm focused on helping you understand what is needed to optimize your “#2ndHalfPlan”.
Meet Our Team
Kevin Gaines, MSFS, CFP®, RICP®
Chief Investment Officer
As Chief Investment Officer, Kevin not only works with clients but also other advisors to develop investment strategies to meet life's goals. More importantly he believes while investments are important, they are small piece of the planning process, and a holistic approach is needed for success.
Stephanie works with clients to align their money with their deepest-held values and priorities. She believes we can’t decide what to do with your money until we know what jobs the money needs to play in a client’s life. A financial advisor since 1997, she is also founder of Sofia Financial, a business focused on empowering women to make wise financial decisions.
Vice President & Operations Manager
Fran makes everything happen in our Operations department. As a small independent firm, we coordinate closely with many partners in the field including custodians, compliance supervisors, performance reporting systems, and technology providers. Fran is crucial to all that happens behind the scenes, and the primary point person for clients on all things electronic.
Client Service & Securities Administration
Terry has been an essential member of the AFMG team since 2002. She supports Operations, Clients and Advisors cheerfully and efficiently. She has over 20 years experience in the financial services industry. Terry is responsible for processing account openings, transfers, and money moves.
The true value of planning emerges in the discussion and collaboration of our knowledge applied to your unique circumstances. We bring our areas of expertise to your areas of curiosity, ambition and worry.
Let’s get this conversation started.
Please enjoy our latest thoughts on pertinent issues. Remember there are no “one-size –fits-all” solutions when it comes to money.