# FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 109036
- Type: SEC-registered investment adviser
- SEC file number: 801-56587
- Location: 5475 MARK DABLING BOULEVARD, SUITE 320, COLORADO SPRINGS, CO, 80918
- Phone: 719-478-7036
- Latest filing: 2026-05-22
- Regulatory AUM: $905.2M
- Discretionary AUM: $715.9M
- Non-discretionary AUM: $189.3M
- Clients: 23
- Accounts: 2,327

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (44)

_Showing 25 of 44 people._

| Name | Role | Location |
| --- | --- | --- |
| Mitchell L Morgan | INVESTMENT ANALYST | Conshohocken, PA |
| George Richard Gay | CHIEF EXECUTIVE OFFICER | — |
| Kathleen Joy Lewis | CHIEF COMPLIANCE OFFICER | — |
| Theresa Marie Gusman | CHIEF INVESTMENT OFFICER | — |
| Stephen Anthony Gonzales | SUPERVISOR, ACCOUNT SERVICES | — |
| Jared Devendran Mannar | ACCOUNT SERVICES SPECIALIST | — |
| Caryn Eileen Mitchell | ACCOUNT SERVICES SPECIALIST | — |
| Kaitlyn Morgan Mitchell | INVESTMENT ANALYST | — |
| Matthew Tyler Thomas | ACCOUNT SERVICES SPECIALIST | — |
| Gail Marie Welle | ACCOUNTING SPECIALIST | — |
| Mark Brandon Zandarski | SALESFORCE WORKFLOW SPECIALIST | — |
| Julie Kay Mcnamara | RETIRED | — |
| Tonya S Alonzo | CHIEF OPERATING OFFICER | — |
| Amy Abbott Thacker | RESIGNED | — |
| Sarah Haskins Driller | INVESTMENT SPECIALIST | — |
| WALLMAN STEVEN MARK HARTE | SHAREHOLDER & CEO | — |
| GAY GEORGE RICHARD | CEO; CHIEF EXECUTIVE OFFICER | — |
| SCHUETH STEVEN JEROME | PRESIDENT | — |
| SUTHERLAND KATHLEEN JOY | COO; COO/CHIEF COMPLIANCE OFFICER | — |
| LEWIS KATHLEEN JOY | CHIEF COMPLIANCE OFFICER; COO/CHIEF COMPLIANCE OFFICER | — |
| OKEEFE RICHARD KEVIN | CHIEF INVESTMENT OFFICER | — |
| GONZALES TIMOTHY ANTHONY | SUPERVISOR, ACCOUNT SERVICES | — |
| JACKSON REBECCA EMMIE | CHIEF OPERATING OFFICER | — |
| FYFFE JAMES COMPEAU | CHIEF FINANCIAL OFFICER | — |
| Thacker Amy Abbott | CHIEF OPERATING OFFICER; RESIGNED | — |


## Branch offices (9)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 800-341-0528 |
| — | — | 1 | 860-893-5264 |
| — | — | 1 | 707-616-4638 |
| — | — | 1 | 510-524-5500 |
| COLORADO SPRINGS | CO | 1 | 800-979-0058 |
| WESTPORT | CT | 1 | 203-454-3577 |
| LAFEYETTE | CO | 1 | 720-635-3083 |
| NEWTON | MA | 1 | 617-448-1918 |
| WALNUT CREEK | CA | 1 | 925-222-4729 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109036/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109036/similar
- Related entities: https://search.stillhousedata.com/firm/109036/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109036

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.