AFS Wealth Management, LLC

Phillip Putney is a financial advisor at AFS Wealth Management, LLC with 15 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining AFS Wealth Management in 2017, he worked at Brookstone Capital Management LLC from 2015 to 2017. Outside of advising, he is involved in several non-investment business activities, including ownership of a tax management firm and a certified public accounting practice. AFS Wealth Management provides discretionary portfolio management and access to third-party model portfolios for individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates asset allocation and various analytical approaches while coordinating with affiliated tax and insurance entities, and includes access to cryptocurrency-specialist sub-advisers.

Brandon Klemm is a financial advisor at AFS Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at AFS Wealth Management since 2020. Prior to that, he was employed at AFS Insurance Management, Power Home Remodeling Group, and Recreational Equipment Incorporated. AFS Wealth Management provides discretionary portfolio management and third-party model portfolios for individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines asset allocation, fundamental, quantitative, and technical analysis with access to tax and insurance affiliates, and offers a portion of assets allocation to digital assets through a cryptocurrency-specialist sub-adviser.