We are an independent financial planning and registered investment advisory firm.
ACA assists individual investors, families, small businesses, non-profits and foundations with a broad spectrum of services. Our belief is that working together and establishing a trusted relationship built on communication allows us to provide the greatest value.
A Team You Can Trust
At ACA we feel strongly about the obligation we have to our clients. By establishing ourselves as a Registered Investment Advisory Firm and adhering to the stringent guidelines of the CFP® board, we hold ourselves accountable to the highest of standards.
Kerry has been in the investment advisory business since 1984 and co-founded Affinity Capital Advisors in 2013.
With more than 28 years of experience as a financial, estate, and income tax advisor specializing in portfolio management and income tax planning,
Sean has worked in the investment industry for twelve years and co-founded Affinity Capital Advisors in 2013.
Sheena comes to ACA with experience from Smith Barney, Morgan Stanley and Deutsche Bank.
Comprehensive Financial Planning
College Savings Planning