35 Court Street
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:
We also can answer your questions, including:
*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.
Wealth Management Advisor
For over 21 years Kami has been coaching families and individuals through the wealth management issues specific to their goals and objectives.
Client Operations Manager
Ann Geisheimer is our securities licensed Client Operations Manager. She has over 25 years of client service and administrative experience. Ann is responsible for managing both the account operations and client...
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....
Client Operations Assistant
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...
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 of 2020 with a degree in Financial Planning and Wealth Management...
Client Relationship Coordinator
Emily was born and raised in Freehold, New Jersey. She has worked in the beauty industry for 8 years prior to that she worked for Mercedes Benz. Her previous work history has taught her the fundamentals and importance of superior...