A Menominee native, Aftanas has 6 years of banking experience in Michigan and Wisconsin. Through Linsco/Private Ledger, he offers a wide range of products and services such as fee-based investment management, retirement planning, 401(k) plans, life & long term care insurance planning, college funding, and annuities.

His main objective is to assist clients in reaching their short term, intermediate and long term financial goals. “I do this through the use of a comprehensive wealth management process,” said Aftanas. “This process includes complete financial profiling to create a financial plan.  Once their plan is created, I am able to choose from numerous tools which help my clients work toward their goals.”

The tools he applies to accomplish this process are: world-class investment managers, leaders in the insurance industry, and an expert team of estate planning and trust professionals.

“Combining Paul’s expertise and client-focused approach with our bank’s exceptional services and investment programs is a wonderful fit,” said Greg Salmen, Senior Vice President and Trust Manager. 

Prior to joining SNB&T, Aftanas had experience in different organizations – most recently serving as Financial Consultant at Wells Fargo in Menominee, Mich.  He holds a Bachelor of Arts degree in Economics from the Eli Broad College of Business at Michigan State University.

His community service includes coaching for M&M Youth Hockey Association PeeWee team. Aftanas and his wife Kylene live in Menominee.

Aftanas is located in the Menominee office at 1111 Tenth Street , personal appointments can be arranged by calling 906-863-2526.

Associates of Stephenson Financial Services offers clients independent and objective expertise in the areas of investments, life and long-term care insurance, retirement planning, and college savings.

The Stephenson National Bank & Trust is a 132-year old independent community bank with assets of $240 million and Trust assets exceeding $190 million.  Offices are located in Marinette and Oconto, WI and Menominee, MI. For more about The Stephenson National Bank & Trust visit www.snbt.com.

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Securities, financial planning services, and insurance products are offered through Linsco/Private Ledger Member FINRA/SIPC Not FDIC insured. No bank guarantee. May lose value. Not a deposit. Not insured by any Federal Government Agency. Linsco/Private Ledger is not affiliated with SNB&T.