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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

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 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

Financial Advisor

732 333-0280

732 333-0752

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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Sandy Tantala

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...

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Erin Lindquist

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...

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