Broker Check

Team


At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early? * 
  • Are my investments working hard enough? *
  • What’s a good approach for college savings? *
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

*These services are offered by Kami L Zonin through her affiliation with Avantax.

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Kami Zonin CFP, CDFA

Wealth Management Advisor

(732) 333-0280

(732) 333-0752

kami@zoninwealth.com

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...

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Ann Geisheimer

Client Operations Manager

(732) 333-0280

(732) 333-0752

ann@zoninwealth.com

Ann Geisheimer is our securities licensed Operations Manager. Ann has over 20 years of client service and administrative support experience. Ann is your contact to schedule appointments, update account/personal information, and assist...

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Tom McDermott

Wealth Management Specialist

732 333-0280

732 333-0752

tom@zoninwealth.com

Tom McDermott is our Wealth Management Specialist. He is a recent graduate of Rutgers University in May of 2020 with a degree in Finance. Tom has been with Zonin Wealth Management since February 2018. He started as an Intern and...
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Patti Fox

Client Relations Coordinator

732-333-0280

patti@zoninwealth.com

Patti Fox is our Client Relations Coordinator. She joined our team in March 2020. Patti will be responsible for all client communications, scheduling, and client events, as well as other service-related needs. She is detail-oriented...

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Sandy Tantala

Client Operations Assistant

732-333-0280

sandy@zoninwealth.com

Sandy Tantala started with Zonin Wealth Management in June 2020 with more than 20 years of client service and administrative experience prior to joining our team. She will be assisting Ann Geisheimer with various client and account...

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Erin Lindquist

Administrative Assistant

732-333-0280

erin@zoninwealth.com

Erin Lindquist is our Administrative Assistant. She graduated the University of Delaware in May of 2020 with a degree in Financial Planning and Wealth Management. Erin joined the Zonin Wealth Management team in August of 2020. She is...

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