Four Promoted at WHZ Strategic Wealth Advisors As Firm Continues Focus on Client-Centered Success
POMFRET CENTER and TOLLAND, CT (February 24, 2026) —
WHZ Strategic Wealth Advisors is pleased to announce the promotions of four team members whose expanded roles reflect the firm’s continued growth and long-term commitment to delivering an exceptional client experience.
Tanner Sargent and Ashley Robbins have each been promoted to Senior Associate, Client Relationships. Seamus Briody has an expanded role as Associate, Client Experience & Events, and Brandon Koehler, CFP® has been promoted to Manager, Financial Planning Services.
Brandon Koehler’s promotion to Manager, Financial Planning Services reflects his leadership within WHZ’s client strategic planning function and his role in supporting advisors with detailed financial analysis, plan development, and internal collaboration.
“Brandon’s promotion is a testament to his technical expertise, leadership, and the confidence our advisors place in his work for our clients,” said Jim Zahansky, Senior Managing Partner and Chief Strategist at WHZ. “As clients expect value delivery, our goal is to deliver quality-focused growth where strong financial planning leadership is essential. Brandon’s expanded role strengthens our ability to deliver thoughtful, coordinated advice to clients while supporting the next phase of our firm’s evolution.”
“All of these promotions underscore our focus on developing talent from within and building durable teams designed to support clients through every stage of life,” Leisl Langevin, CFP, CDFA, Managing Partner, Advisory remarked.
As Client Relationship Senior Associates, Tanner Sargent and Ashley Robbins continue to serve as trusted points of contact for clients, helping coordinate service, communication, and ongoing support within WHZ’s client-centered team structure.
In his expanded role, Seamus Briody supports firm-wide client experience initiatives and events that reinforce WHZ’s culture of connection, personalized service and building deeper relationships with our client and broader communities.
“The career progressions for Tanner, Ashley, Brandon, and Seamus recognize individuals who consistently demonstrate professionalism, accountability, and a deep commitment to our clients,” said Kate Pitts, Managing Partner, Client Experience and Relationships at WHZ. “They each play a vital role in ensuring our clients feel supported, understood, and confident at every interaction. Their growth reflects both their individual contributions and the importance we place on the client experience across the firm.”
For more information about WHZ Strategic Wealth Advisors and its team, visit www.whzwealth.com.
About WHZ Strategic Wealth Advisors
WHZ Strategic Wealth Advisors (WHZ) is an independent investment firm and partner of Commonwealth Financial Network®, a Registered Investment Adviser. Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and offers wealth management services using a strategic process that encourages clients to Plan Well, Invest Well, and Live Well™. The firm offers portfolio management and financial guidance to individuals, families, business owners and executives, and not-for-profit institutions in 25 states. They practice at 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT 06084. They can be reached by phone at 860-928-2341. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information regarding wealth management and customized financial planning with WHZ Strategic Wealth Advisors, please visit www.whzwealth.com.