When Alp Atabek opened his tax planning firm in 1984, he intended to focus exclusively on small business accounting and tax preparation. Four years later, he began offering his clients wealth management services as well—and he was hooked. “With my tax practice, I felt I was always working on my clients’ pasts,” says Atabek, managing partner of AFS Financial Group. “When I began offering financial and investment planning services, I was able to help my clients shape their futures. I discovered a true passion for guiding clients through complex financial situations and having a meaningful impact on their lives,” he says.
Since then, AFS Financial Group has grown into a successful investment advisory firm with a robust team of experts from diverse backgrounds, including accounting, law, long-term care and tax planning. The team boasts longevity as well. Jason Dahl, director of financial planning, has worked alongside Atabek for over 11 years and Olivia Nakkash, director of operations, recently celebrated her seventh year with the company.
“We take the time to get to know our clients and consider all of the components that go into their overall financial picture,” says Natalie Atabek, director of communications. “Our outstanding team—from our financial planning associates and investment analysts to our client service associates—works together to help our clients achieve their goals.” Outside the office, the group supports several local organizations including SOME and A Wider Circle, where Dahl has served on the board of directors for over 10 years. The team also offers workshops on a range of financial planning topics to clients and local companies.
As AFS Financial Group celebrates 30 years of success, the team is excited for what’s ahead. “We look forward to continuing to bring our clients peace of mind,” says Alp Atabek. “We help them plan for tomorrow so they can live for today.”