Peoria-based Affirm Wealth Advisors appoints new CEO
Former CEO transitions to new role leading wealth management division
Posted 1/11/22
Peoria-based Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, announced Matt MacLean has been appointed CEO, effective Jan. 1, 2022.
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Peoria-based Affirm Wealth Advisors appoints new CEO
Former CEO transitions to new role leading wealth management division
Posted
Peoria-based Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, announced Matt MacLean has been appointed CEO, effective Jan. 1, 2022.
MacLean will continue to lead the firm in its mission to guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve. MacLean has been with Ameriprise Financial for his entire career and has 19 years of experience in the financial service industry.
“I am excited for the opportunity to lead Affirm as we continue to guide our clients and future clients towards a confident financial future,” MacLean said.
Former CEO Stephen Harnden has transitioned into a new role with Affirm Wealth Advisors, leading the firm’s Wealth Management Division.
“After nearly 30 years leading Affirm, it’s the right time to transfer practice leadership to Matt. He is passionate about serving clients holistically and guiding our talented team on how to deliver the best service to our clients," Harnden said. "I’m excited to continue supporting our loyal clients in my new role, where I will focus on the integration of investment portfolio design, tax planning and estate planning for high-net-worth individuals and owners of small businesses.”
Affirm Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients.
For more information, call Nicole Di Modica at 623-972-3133 or visit the Ameriprise office at 7992 W. Thunderbird Rd., Ste. 110.
