Todd G. Civiello has represented the industry with a high level of professionalism and experience since his beginning in 2002. Throughout his time in the business he has shown his ability to use multiple professional skills to give clientele an unparalleled level of service and support in their financial endeavors. Todd uses his in depth studies and accomplishments to create opportunities and options along with proven strategies to meet financial objectives and satisfy client needs with speed and accuracy.
Todd has joined the Affinity Advisory Network in order to bring new and innovative possibilities to his current client base while facilitating new relationships through a multi disciplinary approach to service. The addition of the highly skilled and recognized staff and partners at Affinity bring Todd and his business to the next level of Financial Services Providers.
Todd is a Financial Services representative with over 14 years of experience. His training started in 1998 while attending The University of Toledo and earning Bachelor’s Degrees in Entrepreneurship and Professional Sales with minors in Marketing and Management. He holds various licenses and appointments in a number of related fields. These licenses include his Life and Health Insurance License, Property Insurance License, Variable Products License as well as his Ohio Real Estate License. Todd also has extensive training and knowledge with regards to Retirement Planning, Social Security and Medicare, Long Term Care Needs and Solutions, In Depth Ethics and Suitability Training and Senior Market Planning. Along with these licenses and certifications, Todd is also Insurance Licensed in Kentucky, Illinois, Michigan, Tennessee, and Pennsylvania.
Aaron J. Maassel is a highly motivated and experienced business professional and entrepreneur that has proven himself as an extraordinary visionary with an innate ability to cultivate inspiring ideas while at the same time operate at a highly ethical level for his clients representing their best interests. Aaron has demonstrated an aptitude in developing and implementing very complex growth strategies for clients in a variety of professional settings in order to deliver the desired results.
Aaron’s professional background has uniquely positioned him to assist clients. Affinity Advisory Network is a holistic full service estate planning company and the strength of the company lies with the advisors’ mentality to service every type of client, large or small. Aaron, because of his professional background, is uniquely qualified to assist clients when they are planning for their retirement because he has worked with clients across a wide spectrum of issues related to their personal lives. His experience makes him uniquely qualified to develop bullet proof plans that ensure the protection and execution of a client’s estate plans.
Aaron holds numerous professional designations and state licenses. Since 2005 he as utilized his J.D. license to work with families in protecting their assets and establishing plans to pass their property and life earnings on to their loved ones. He holds an Ohio Life and Health Insurance License and a Michigan Life and Health Insurance License. In the past he has held various levels of residential and commercial real estate appraisals licenses. Additionally, for the past eight years has worked with numerous clients on complex business financing and real estate development transactions.
Sarah C. Jason joined Affinity Advisory Network as the Corporate Administrator. Sarah brings a kind and caring client-focused personality to the office every day. Her extensive office management experience and dedication to efficient operations keeps everything flowing smoothly. She earned her Ohio Life License and is actively working toward new licensing and designations. Sarah lives in the Toledo area. Outside the office, she has a passion for photography and music.
Jared D. Milburn is a highly ambitious and motivated individual who has a strong passion for helping others. He has consistently demonstrated an ability to develop and implement high end estate and retirement plans custom tailored to each client’s needs and goals.
Jared’s unique ability to connect with his clients helps them develop strong relationships that will last for a lifetime.
Jared has extensive training and knowledge in Retirement Planning, Social Security and Medicare, VA Benefits, Senior Market Planning and Estate Liquidity planning. He is certified in Long Term Care Needs and Solutions. He holds Life and Health Insurance licenses from the Ohio and Michigan Departments of Insurance and is a fully Licensed Real Estate Agent in the state of Ohio.
Jared’s background and experience with Banking, Finance, and Real Estate allow him to represent individuals, couples, and families in the creation of comprehensive retirement plans and strategies. His ability to efficiently work with a team to facilitate planning needs gives him an edge in the planning arena and his clients comfort in realizing their retirement goals.
So, no matter if your goals include protection of assets from Probate and from long-term care facilities, or endless income, or minimizing taxes, Jared can lead the team to create the plan that finally allows you to relax.
Anthony Yacobucci is a caring, compassionate, and capable professional that made the decision to dedicate his life and career to helping seniors plan for a more stress-free retirement.
He studied business at Kent State University where he earned his BBA with training in Management and Marketing. Since then Anthony has focused his studies on asset planning and protection, retirement planning, social security, Medicare, estate liquidity planning, and long-term care needs and solutions. Anthony holds a Life and Health Insurance License from the State of Ohio Department of Insurance.
Anthony began his career shadowing the founder and other highly experienced advisors within the company. During his close-up work, Anthony learned strategic financial planning from the best in the industry and now has been helping families throughout Ohio.
Anthony has become a valued resource to the Affinity Advisory Network and team with his training and specialty area of practice being in Medicare. A certified and trained advisor in Medicare Supplements and Medicare Advantage programs, Anthony uses his skill and knowledge to facilitate the creation of comprehensive retirement plans and ensure proper coverage in healthcare for retirement.
So, no matter if your goals include protection of assets from Probate and from long-term care facilities, or endless income, or minimizing taxes, Anthony can lead the team to create the plan that finally allows you to relax.
Michael Arvay takes great pride in his work as a post-retirement professional. With nearly a decade in this industry, he brings his knowledge of Retirement Planning, Social Security and Medicare, Long Term Care Needs and Solutions, and VA Benefits to help retired seniors in the Ann Arbor and Toledo areas. He holds licenses and certifications in both Ohio and Michigan. In addition, he is Securities Licensed with a Series 6 designation.
He has served on the National Association of Insurance and Financial Advisors (NAIFA) Board for six years. Michael served two years as Vice President and one year as the organization’s President. This tenure has brought Michael to the top of the industry as an advisor.
Michael also has extensive experience in the mortgage and real estate industry. Serving as a broker, he has an in depth understanding of the complexities of the mortgage industry and uses his relationships and partnerships to benefit his clients’ needs.
With a clear and easy-to-understand communication style, Michael’s approach is always education-focused. He believes the more you know, the easier your decisions become. With clear explanations, Michael takes all the confusion out of the entire process. He makes it easy to see how to achieve the goals that are most important.
So, no matter if your goals include protection of assets from Probate and from long-term care facilities, or endless income, or minimizing taxes, Michael can lead the team to create the plan that finally allows you to relax.
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1721 Indian Wood Circle
Maumee, OH 43537
200 East Campus Blvd, Suite 200
Columbus, OH 43235
455 E. Eisenhower Pkwy
Ann Arbor, MI 48108