Affinity Investment Group, LLC

Gregory Gagne is a financial advisor with Affinity Investment Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Affinity since 1998. Outside of his advisory role, he works as an independent insurance agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy focused on mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

Lucas Gagne is a financial advisor at Affinity Investment Group, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Channel Building Company, Inc. and the University of Vermont. Outside of his advisory role, he is an independent insurance agent. Affinity Investment Group serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing personalized financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy tailored to client objectives and tax considerations.

Peter Willcox Jr. is a CFP® professional with 15 years of industry experience, currently serving at Affinity Investment Group, LLC since 2009. He is also licensed as an insurance broker/agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with personalized financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in assets using a core-and-satellite asset allocation approach, emphasizing mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.