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

For over 21 years Kami has been coaching families and individuals through the wealth management issues specific to their goals and objectives. 

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Ann Geisheimer

Client Operations Manager

(732) 333-0280

(732) 333-0752

ann@zoninwealth.com

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...

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Tom McDermott

Financial Advisor

732 333-0280

732 333-0752

tom@zoninwealth.com

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....

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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. Prior to joining our team Sandy had over 20 years of administrative and client service experience for an accounting firm and in the legislative...

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Erin Lindquist

Financial Advisor

732-333-0280

erin@zoninwealth.com

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...

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