807 Ocean Rd.
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
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...
Client Operations Manager
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...
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...
Client Relations Coordinator
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...
Client Operations Assistant
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...
Wealth Management Assistant
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...