The Affinity Wealth Management Team At Affinity, we offer our clients a full spectrum of financial services with a focus on uncompromising service and deep personal relationships. Our advisors have extensive experience helping clients with even the most complex financial situations. From simply managing a forgotten 401(k) to estate and tax planning, Affinity does it all. Donald Kalil Chairman (302) 254-6108 firstname.lastname@example.org Donald Kalil is Chairman of Affinity Wealth Management. He has over 30 years of investment experience at AWM. Don is a Registered Investment Advisor with Series 2, 6, 63, 65 and 66 registrations. He is a member of the NIFAP (National... Read more James E. Hall Jr., CFP® President (302) 254-6122 (302) 295-9954 email@example.com Jim, a native Delawarean, has over 28 years of financial planning and investment management experience. Jim joined Affinity Wealth Management, Inc. in April 2003 after six years in private practice. Prior to that, Jim was a Senior... Read more Brendan J. McPoyle, CFP® Financial Advisor (302) 254-6119 (302) 295-9954 firstname.lastname@example.org Brendan has been in the financial services industry for 15 years. Before joining AWM, Brendan was an Investment Consultant with TD Ameritrade, a leading discount brokerage organization. Prior to that, he worked in the wholesale... Read more Stephen Gibson Vice President / Chairman of Investment Committee (302) 254-6115 (302) 295-9954 email@example.com Stephen has more than 25 years in the asset management business. He has been a recognized product innovator, developing the first China closed end fund, the first tax managed fund and among the first multi-class asset allocation funds.... Read more Peter F. Gaertner, CFP®, CDFA™, MBA Financial Advisor (302) 254-6121 (302) 295-9954 firstname.lastname@example.org Peter has been in the financial services industry since 2008 and joined Affinity Wealth Management in 2013 as a Financial Advisor. He gained valuable insights as an Outside Portfolio Manager within the Private Bank at JPMorgan in which... Read more Victoria Alexitch, MBA Chief Operating Officer (302) 254-6105 (302) 295-9954 email@example.com Victoria joined AWM in 2005 as Controller and Chief Compliance Officer. Having worked for public and private accounting firms, as well as two global insurance companies, Victoria brings more than 20 years of experience to AWM,... Read more Ray Manza, MBA Vice President (302) 254-6109 (302) 295-9954 firstname.lastname@example.org Ray joined Affinity Wealth Management in 2000 after a long and successful career with JP Morgan, where he was Vice President and Global Operations Manager for the bank's $36 billion credit business. He is currently Vice President and... Read more Patrick Barrera Financial Advisor (302) 254-6117 (302) 295-9954 email@example.com Patrick is a native of New York and joined AWM in 2005. Prior to working at AWM, Patrick worked at CUNA Mutual in Pennsylvania as a planning assistant. Patrick has a strong background in customer relations and tech support. Patrick... Read more Robert Brabson Trading Manager (302) 254-6101 (302) 295-9954 firstname.lastname@example.org Robert joined Affinity Wealth Management in 2013, after graduating from the University of Delaware with Bachelor’s degrees in Finance and Management. Robert is the Trading Manager at Affinity Wealth, where as a member of the investment... Read more Kristi Naughter Operations Administrator (302) 254-6113 (302) 295-9954 email@example.com Kristi joined AWM in mid-2014 as an Accounting and Operations Associate. Prior to joining AWM, Kristi worked for BNY Mellon as a Manager in the Alternative Investment Group and with Goldman Sachs as an Associate in the Hedge Fund... Read more Kylie Hall Client Services Manager (302) 254-6106 (302) 295-9954 firstname.lastname@example.org Kylie joined Affinity in 2016 after spending time in the customer service and radio industries. In addition to acting as the liaison for TD Ameritrade and Charles Schwab, she is also responsible for maintaining the company's social... Read more Have a Question? Name Email Question Thank you! Oops!