Theodore G. Bytnar CFF®, CIC®
Co-Founder and Chief Executive Officer
With his customer-focused approach, Theodore develops fresh approaches and new solutions to help clients overcome change and reach their financial goals. “It’s all about knowing our clients, establishing goals and building trust,” he says.
As co-founder and chief executive officer of The Affinity Group, Ted uses his 28 years of experience in the financial industry, his knowledge as a Certified Financial Fiduciary® and Certified Insurance Counselor® and his past successes to help clients evaluate the most effective strategies. “I’ve seen how clients have utilized the services we’ve rendered,” he says. “I use experience to help new clients make effective decisions.”
When meeting with individuals and business clients, Ted gathers information on their insurance and financial needs. Rather than offering a one-size-fits-all, he evaluates their goals and proposes customized coverage options to help protect their wealth.
“My creative way of approaching specific situations allows me to help my clients’ problem-solve,” he says. “I have clients with unique situations who need to be at a certain point in a certain time financially, and it motivates me to help them reach their goals.”
Working with individuals approaching retirement or already in retirement, Ted says his objectives are to build strong relationships and continually communicate and revisit investments to keep plans on track so clients can live the retirement of their dreams.
In his free time, Ted enjoys golfing, mountain biking, and attending sporting events with friends and family.
