About Us

Mission:

The Affinity Group achieves success through our values and ethics on behalf of our clients and advisors alike. Utilizing the very best financial products, and delivering them through skilled and energetic advisors, we help our clients and advisors achieve their financial goals as well as personal fulfillment while constantly pursuing innovation and growth.

Vision:

The Affinity Group strives to provide sound financial solutions to each and every Middle-American household. Utilizing powerful marketing campaigns, along with unique access, we attract the most talented financial professionals in the industry.

Core Values:

• Integrity
• Honesty
• Humility
• Continuing Education
• Commitment to Success

Company History:

The President of the Affinity Group, Richard Smith, established the company in 1996, with a mission around a concept of providing financial services to working families in the greater Sacramento, CA area. His passion is giving the average working family access to the very best financial products typically available to only wealthy people. Our concept exploded in 1998, and by 2002 we became an industry leader in the financial services industry. Up until this point in time, we had only focused on operating in the Sacramento, CA region. Our Vice President, James Ryerson, joined our team in 2003, and provided a vision of opening Affinity office locations in all 50 states across the United States.

We owe the bulk of our success to our many talented leaders along the way (in no specific order):

Jason Ditson – Dallas, TX
David Mahoney – Dallas, TX
Mitch Atherton – Austin, TX
Matt Thomas – Sacramento, CA
Micah Comer – Sacramento, CA
Nathan Burks – Sacramento, CA
David Edwards – Sacramento, CA
Brett Rodarte – Sacramento, CA
Ed Guanill – Sacramento, CA
Tim Bovee – Seattle, WA
Steve Huber – Portland, OR
Lindsey Crook – Portland, OR

With a collective effort, today The Affinity Group represents over 25 locations in 14 different states, and is growing those numbers every month.

 

"I never in my wildest dreams imagined that we would eventually become an industry leader in the financial services sector. Having begun my career out of the back of my Geo Metro, with the guidance and support of my friend and mentor Phil Woolsey, I am proud to say we have achieved many great things for clients and advisors alike. With all of that said, the opportunities in front of us are even more exciting than our many successes over the past 13 years."

Richard Smith
President, C.E.O.
The Affinity Group

 

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