Jillian Smick and Brandon Koehler Promoted at Weiss, Hale & Zahansky Strategic Wealth Advisors
POMFRET CENTER and TOLLAND, CT (March 20, 2024) — Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) today announced the promotions of Jillian Smick to Senior Associate, Client Experience and Relationships and Brandon Koehler to Senior Associate, Client Relationships.
Smick joined WHZ in August 2021 after working in the hospitality industry at luxury resorts focused on enhancing the guest experience. In her newly expanded role, she will apply her customer-focused expertise to provide exceptional experiences for WHZ's wealth management clients.
"Jillian's dedication to our clients and commitment to ensuring they feel welcomed and valued has been outstanding," said Kate Pitts, Associate Vice President of Client Experience and Relationships. "We are thrilled to promote her to this role where she can have even greater client impact."
Koehler joined the WHZ award-winning team in June 2022 after previously working in operations and customer service roles at UConn Athletics and the Town of Mansfield. As Client Relationship Senior Associate, he will assist advisors in service delivery and ensure clients' needs are met seamlessly with a high degree of quality.
"Brandon hit the ground running from day one in prioritizing our clients and their goals," said James Zahansky, Managing Partner and Chief Goals Strategist. "This well-deserved promotion recognizes his vital contributions to our team's high-caliber service delivery."
The promotions continue WHZ's focus on delivery of a unique experience for their wealth management clients by ensuring talented team members keep clients at the center at every touchpoint.
WHZ was founded in Pomfret, Connecticut in 2006, and opened a second office in Tolland, Connecticut in 2023. The independent investment firm acts as a fiduciary in offering wealth management and customized financial planning services to individuals, families, business owners and executives, and not-for-profit institutions in 25 states, and is a partner of Commonwealth Financial Network®.
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About Weiss, Hale & Zahansky Strategic Wealth Advisors
Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an independent investment firm and partner of Commonwealth Financial Network®, the largest privately-owned independent Registered Investment Adviser /broker-dealer. Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and offers wealth management services using a unique and 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, 860.928.2341. Securities and advisory services offered through Commonwealth