35 Court Street,
We can help you address:
We also can answer your questions, including:
*These services are offered by Kami L Zonin through her affiliation with Avantax.
Jersey Shore native Kami Zonin is the fearless leader behind Zonin Wealth Management. A little-known fact about her is that she actually began her career with the desire to help others by becoming a nurse. Kami quickly realized, rather squeamishly, that her passion for helping people would be better suited in the world of financial services. As an assistant in a local planning firm, and while studying for her securities license, Kami’s interest in helping clients only intensified. Once licensed her keen hunger for knowledge led her to earn the CERTIFIED FINANCIAL PLANNER™ (CFP) and Certified Divorce Financial Analyst® (CDFA) designations to ensure she delivered the best client experience possible. With a solid knowledge base in place Kami set out to build her own practice and in 2010 she acquired the firm where she began her career from her long-time mentor. And she never looked back.
After living in Monroe, NJ for 15 years, Kami has come full circle and again lives at the Jersey Shore, with her husband, Darren, as well as their adored rescue cats – (Don’t judge-Beersie, Bijou, Sasha, Ashley and Sam). As avid lovers of anything outdoors they enjoy traveling and exploring new places. Whether it’s hiking, snorkeling or playing golf Kami can usually be found enjoying all that life has to offer while always keeping her valued client relationships near. Her passion for helping others extends to the local food bank where she volunteers her time whenever possible. When she’s not devoting her time she’s a champion with her fundraising efforts.
CERTIFIED FINANCIAL PLANNERTM (CFP)Certified Divorce Financial Analyst (CDFA)Series 7 (General Securities Representative)Series 63 (Uniform Securities Agent State Law Exam)Life, Accident and Health insurance licenses
Tom McDermott is one of our Financial Advisors. He is a graduate of Rutgers University with a degree in Finance. Tom has been with Zonin Wealth Management since February 2018. After taking on various roles throughout the firm, Tom decided that Zonin Wealth Management was the perfect place for him to pursue his goal of making a positive impact in people’s lives.
Tom has earned the Certified Financial Planner™(CFP) designation. He works closely with Kami handling planning, trading, rebalancing, and product placement. His goal is to always provide our clients with the highest level of service. When he is not in the office, you will find Tom cheering on one of his favorite sports teams or spending time with his family. In addition to that, Tom loves to play basketball and golf in his free time.
Sandy Tantala started with Zonin Wealth Management in June 2020. Prior to joining our team Sandy had over 20 years of administrative and client service experience for an accounting firm and in the legislative branch of the state government. Sandy is the point of contact for account set-up and paperwork, money movement (to include contributions and distributions), as well as other account service-related needs.
Sandy was raised at the Jersey shore and moved to Pennsylvania in 2005. When not working, Sandy enjoys spending time with her husband, daughter and friends making plans for fun days/nights out. Sandy finds joy getting her nails done, relaxing by the pool, bike riding, camping, and shopping.
Erin Lindquist is one of our Financial Advisors. She joined our team in August 2020 shortly after graduating from the University of Delaware in May 2020 with a degree in Financial Planning and Wealth Management. Erin holds her Series 7 and Series 66 and has earned the Certified Financial Planner™ (CFP) designation. Erin works closely with Kami and Tom on client planning and assists with trading, rebalancing, and product placement. When she is not in the office, Erin likes to exercise at the gym and spend time with friends and family.
Emily comes to us with over nine years of experience in customer service. She is serving as our Client Relations Coordinator handling all client communications, scheduling, and client events. We are excited that she has joined our ZWM family and know that you will agree once you meet or speak to her. Emily was born and raised in Freehold, New Jersey. She has worked in the beauty industry for 8 years and prior to that she worked for Mercedes Benz. Her previous work history has taught her the fundamentals and importance of superior customer care. When not working, she enjoys spending quality time with her daughter or binge watching a new series on Netflix. Emily finds joy in getting her nails done, and meeting new people. She is eager to learn new skills, and is very happy to be a part of an amazing team at Zonin Wealth Management.