About Affinity Advisory Network
The Affinity Advisory Network Difference
At Affinity Advisory Network (AAN), we believe that the strength of our network is the key to your financial peace of mind. Our unique retirement and post-retirement planning approach is built on a foundation of collaboration and shared information, ensuring that every aspect of your financial future is meticulously planned and seamlessly executed.
A Network That Works for You
What sets AAN apart is our integrated network of professionals, including Estate Planning Attorneys, Financial Advisors, Insurance Professionals, VA-accredited claims Agents, Financial Product Specialists, and more. Each member of our network brings specialized knowledge and experience, working together to create a comprehensive and cohesive plan tailored to your unique needs.
Saving You Time and Money
By leveraging the power of our network, we eliminate inefficiencies and reduce costs. Our professionals share information and insights (always with your permission), ensuring that every step of your plan is coordinated and optimized. This collaborative approach means no duplicated efforts, missed opportunities, or unnecessary expenses. The result is a streamlined process that saves you time and money.
Comprehensive and Continuous Planning
Our commitment to you doesn’t end at retirement. The plans we create are designed to adapt and evolve, providing continuous support and guidance throughout your retirement years and into the distribution phase. Whether protecting your assets from forced spend downs, ensuring your estate avoids probate, or securing a lifetime income, our network works tirelessly to safeguard your financial future.
Your Point-Person at AAN
You'll have a dedicated point person at AAN to make the process as smooth and stress-free as possible. This trusted advisor will coordinate all aspects of your plan, act as your single point of contact, and ensure that every professional in our network is aligned with your goals and objectives.
Your Network
Robert Hall
President & Founder
Phone: (888) 720-0360
Robert founded the Affinity Advisory Network to be a holistic, full-service estate planning company. The company's strength lies in its advisors’ mentality of serving every type of client, large or small. Robert was able to incorporate his vision of creating the ultimate structure in financial products to serve his clients’ financial needs best.
Beth Hall
Chief Financial Officer
bhall@affinityadvisorynetwork.com
Phone: 888-720-0360
Beth is the CFO of Affinity Advisory Network.
Josh Mickley
Director of Business Development
jmickley@affinityadvisorynetwork.com
Phone: 888-720-0360
Josh Mickley is the Director of Business Development for the Affinity Advisory Network. His primary responsibilities include directing and assisting the Affinity Insurance and Financial Services advisors and agents. Josh oversees all new advisors and handles all licensing, contracting, and training.
Jim Speakman
Senior Copywriter
jspeakman@affinityadvisorynetwork.com
Phone: (330) 539-3747
Jim is the Senior Financial Copywriter at Affinity Advisory Network. He writes articles, direct mail, website copy, special reports, promotional material, supporting materials for Affinity's advisors and agents, and informational materials for clients.
Laura Fish
Director of Advertisement and Media
Phone: (330) 280-9408
Laura is the Director of Advertising and Media at Affinity Advisory Network. She leads the in-house agency Affinity Advertising. She works with advisors and agents nationwide to help ensure they can educate as many people as possible.
David Romans
Data and Analytics Manager
dromans@affinityadvisorynetwork.com
Phone: (330) 451-6450
David Romans, Ph. D., is the Director of Public Relations and Data Analytics for Affinity Advisory Network. He has educated over 10,000 people in live seminars and virtual webinars, providing the assistance they need to make informed estate planning decisions.
Rhonda Comacho
Head Administrator
rcomacho@affinityadvisorynetwork.com
Phone: (330) 409-7087
Rhonda Camacho is the Administrative Assistant at the Affinity Advisory Network. Her responsibilities include customer service, administrative support, and day-to-day operations. She also assists advisors, attorneys, and clients with financial documentation.
Erron Barrino
Client Concierge
ebarrino@affinityadvisorynetwork.com
Phone: (330) 409-2886
Erron is the Client Concierge at Affinity Advisory Network. His primary responsibilities include executing drop mailings, sending client information, setting up client consultations, placing reservations for seminars, and any other client correspondence.
Joyce Wollet
Front Desk Coordinator
jwollet@affinityadvisorynetwork.com
Phone: 888-720-0360
Joyce is the Front Desk Coordinator at Affinity Advisory Network. She greets clients who meet with advisors and agents in the office, coordinates communication with clients, and assists the clients of AAN Wealth Advisors.
Kenny Latimer
Broadcast Media Production Manager
klatimer@affinityadvisorynetwork.com
Phone: 888-720-0360
Kenny is the Senior Videographer at Affinity Advisory Network. Kenny produces informative videos, customer testimonial videos, as well as still photography for websites and various collateral materials.
MaryBeth Smith
Senior Graphic Designer
msmith@affinityadvisorynetwork.com
Phone: 888-720-0360
MaryBeth is the Senior Graphic Designer for our creative team at our in-house agency, Affinity Advertising. She creates advertising, printed materials, direct mail, office collateral, website graphics, and all other graphic needs of the company.
Jeff Joseph
Chief IT Officer
jjoseph@affinityadvisorynetwork.com
Phone: (330) 409-2879
Jeff is the IT Manager at Affinity Advisory Network. He is responsible for maintaining website operations and managing the data for various promotions and client communications.