Meet Our Team

Colin Kelty

President/Senior Financial Adviser

Colin began his career in financial advising in 2009 and found his passion in helping clients accomplish their financial...

Michael Goldenberg headshot

Michael Goldenberg

CEO/Co-founder, Certified Financial Planner™

"I have two goals when I get to the office in the morning. First, I want to make sure that my clients are comfortable...

Yesenia Delgado

COO

As Chief Operating Officer, Yesenia leads operational strategy, process optimization, and firm-wide administrative...

Angelica Vukobratovich

Senior Financial Advisor

Born and raised in Chicago, Angie brings over 25 years of experience to the financial services industry. Holding both...

Matthew Butler CFP®

Financial Advisor

Before joining AFIN Family Wealth Management, Matt worked as a financial advisor for Edward Jones.  Moreover, he has...

Liam P. Garvey 

CFO/Senior Financial Advisor 

" My mission is to learn about you and your Family so I can help guide you towards the best financial position possible"...

Nicolas Andriotis

Senior Financial Advisor

My journey into the field of finance was driven by a genuine desire to make a meaningful impact on the lives of...

Jon Jakobsen CFOA®

Investment Executive

Jon began his career at AFIN Family Wealth Management as a Junior Financial Planner in June of 2022 and now serves as an...

Our Services

 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...
 

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to turning vision...

We manage assets for individuals and families, providing investment management, and financial planning services.

Recent Blogs

A group of people sitting around in a kitchen by Seljan Salim courtesy of Unsplash.

The $300k Paradox: Why Giving Heirs Early Capital Often Stalls Their Careers

Michael Goldenberg |
I have been thinking about the subject for a while, and here are my thoughts. I did fact-check myself, but I do know that other opinions also exist on this subject. Here is what I observed: when well-meaning grandparents write a check for $200,000 to $400,000 to a grandchild in their twenties, the heart behind it is obvious—give them a leg up, knock out student debt, or fund a big dream. Yet after watching this...

How Working with a Financial Advisor Differs for Savvy and High Net-Worth Investors

Michael Goldenberg |
When it comes to working with a financial advisor, savvy investors—especially those with high net worth (HNW)—often have more nuanced needs and expectations than the average investor. While both categories of investors benefit from professional advice, the level of expertise, focus, and sophistication involved in their financial planning is markedly different. Understanding how these differences manifest in key areas such as goal setting, information gathering, strategy development, and fee structures can help investors determine how...

Debunking the Misconception: What Financial Advisors Really Do

Michael Goldenberg |
In the realm of finance, there’s a prevalent misconception that financial advisors spend most of their time scurrying about, seeking new clients and drumming up business. While it’s easy to see why this perception exists—especially when observing young advisors who are still carving out their niches—it’s essential to understand that this is not the reality for seasoned professionals in the industry. Young financial advisors, eager to establish themselves, often engage in extensive networking, attending events...