Designations and Licenses

Afton is a CERTIFIED FINANCIAL PLANNER™ professional and holds life, health and variable life and annuity licenses.

Experience and Education

Afton provides comprehensive financial advice and investment management to high-net-worth individuals, families and small-business owners to help them achieve their long-term objectives. She serves as a wealth advisor to clients, developing financial plans and implementing recommendations in areas such as cash management, risk management, estate planning, tax planning and investment planning.

Prior to her current role, Afton was a wealth advisor for Mariner. She began her career as a service advisor at Martin Financial Group, which was acquired by Mariner in 2019. In this role, she assisted advisors and was the first point of contact for clients.

Afton holds a bachelor’s degree in business from the Kelley School of Business at Indiana University.

Personal Interests

Afton is a class member of Leadership Southern Indiana, class of 2016. She enjoys cheering on the Indiana Hoosiers and spending quality time with her husband and children.