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Your Wealth Management TeamWealth Management LP Paul Aftanas, CFP®

Paul Aftanas, CFP®

Trust Officer

CERTIFIED FINANCIAL PLANNER™

Email Paul

715-735-2346

Paul joined SNBT in 2007 and has over 20 years of financial services experience in Michigan and Wisconsin. Paul’s primary focus is on working closely with clients and their families to plan for their future financial needs, whether saving for college, retirement, or leaving a legacy. Paul is also a member of the Trust Investment Committee which is responsible for setting overall investment strategy and portfolio construction for SNBT clientele.

A Menominee native, his community service includes coaching within the M&M Youth Hockey Association and spending time with his wife, Kylene, and their three children. His family can usually be found at the golf course or the ice rink, depending on the time of year.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • B.A. degree in Economics from the Eli Broad College of Business at Michigan State University

If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.

paul.aftanas@lpl.com 715-735-2346

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Your SFS Professionals

  • Sam Hofer, CFP®, CLU®
  • David McNurlen, ChFC®, RICP®, CASL®, CLU®
  • Paul Aftanas, CFP®
  • Hunter Mans, CFP®
  • Mikayla Horn

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Stephenson National Bank & Trust and Stephenson Financial Services are not affiliated with Cambridge. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.

This communication is strictly intended for individuals residing in the following states. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Paul Aftanas: AZ, FL, ID, IN, MI, MN, OH, WI
Sam Hofer: CA, FL, IN, MI, WI
Hunter Mans: CO, FL, IL, MI, MT, WI
David McNurlen: AZ, MI, NC, OK, WI

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Cambridge's Form CRS (Customer Relationship Summary)

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Stephenson Financial Services; Investment Management, Insurance, Brokerage

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