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Investment Professionals Investment Professionals

When you work with Affinity Investment Services representatives, you gain the collective experience of a team of financial professionals who strive to protect your interests.

Charles Tamayo

Charles Tamayo

Charles believes that accessibility and financial literacy are fundamental principles that underpin his work, as he strives to meet clients at every stage of their financial journey. Whether...

Howard Golick

Howard Golick

Howard Golick has nearly 25 years of financial services experience. He is a Registered Representative of LPL Financial and holds the Series 7, 63 and 65 registrations through LPL Financial, in...

Indya Kellman

Indya Kellman

Indya Kellman started her career as a Relationship Banker over 15 years ago. It was very important to her to have a deeper understanding of her clients’ finances so that she could better assist...

Jack Ricker

Jack Ricker

“The most difficult thing is the decision to act, the rest is merely tenacity.” - Amelia Earhart Amelia Earhart addresses one of the hardest parts about improving your finances or...

Jeffrey Smith

Jeffrey Smith

Jeffrey Smith is a financial advisor with 30 years of experience. Throughout his career, he has provided investment management expertise to Affinity Federal Credit Union members as well as various...

Kim Trimmer

Kim Trimmer

Kim Trimmer brings 23 years of industry experience to Affinity Investment Services. Previously, Kim was a Vice President at Lakeland Bank, Branch Manager of its Denville and Caldwell offices....

Mark Dubel

Mark Dubel

Mark is a seasoned financial professional with over 30 years of experience as a Financial Advisor, specializing in retirement planning. He holds the Series 7, 53, 63, 65, and 24 registrations through...

Michael Tormey

Michael Tormey, CFP®

“If you want to be financially-free, you need to become a different person than you are today and let go of whatever has held you back in the past.” – Kim Kiyosaki Mike’s...

Pier Mutovic

Pier Mutovic

Pier Mutovic brings 19 years of industry experience to Affinity Investment Services. Previously, Pier was a Financial Advisor for Lakeland Bank, M&T Bank and a Licensed Banker Sales Manager for...

Robert Hikes

Robert Hikes, CFP®, MBA

To paraphrase Albert Einstein, “Compound returns are the most powerful force in the universe.” Wise words from a brilliant man highlighting how important it is to make your money...

Thomas Zubrycki

Thomas Zubrycki, CRPC® conferred by College for Financial Planning.

With over four decades of extensive experience in the financial industry, Thomas Zubrycki is a seasoned and accomplished Financial Advisor based in the heart of New Jersey. His unwavering commitment...

Timothy Mol

Timothy Mol, CFP®

Tim Mol brings 19 years of industry experience to Affinity Investment Services. Tim began his career in the financial services industry with Wachovia in 2004. Before joining LPL in 2023, he worked at...

William Pretory

William Pretory

It is said that “those who fail to plan, plan to fail.” -Benjamin Franklin This guiding philosophy cements the bedrock of my process to provide my clients and their families with...