Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) has welcomed Brandon Koehler to the firm as a Client Service Associate. Koehler assists clients with day to day operational needs in collaboration with WHZ’s financial advisors to ensure the best client experience and advancement of client goals.
Koehler is a recent graduate of the University of Connecticut, where he earned a degree in Economics with a minor in Communications. Prior to joining WHZ, he served as Business Lead on UConn’s Formula Student racing team, the university’s flagship engineering organization while also working for UConn Athletics and the Town of Mansfield with a focus on operations and customer service.
“Thanks to his education in both economics and communications, Brandon brings an ideal combination of knowledge and skills to the role of Client Service Associate at our firm,” said WHZ Principal, Managing Partner and Chief Investment Officer Laurence Hale, AAMS, CRPS®. “His understanding of economics and finance, combined with his great communication skills and outgoing personality make him an excellent fit for helping to provide the best financial planning experience possible to our clients.”
Koehler is a native of Mansfield, Connecticut, and in his downtime, he enjoys traveling, watching baseball, working on cars and spending time with his family and girlfriend.
WHZ is a Pomfret, CT based independent investment, financial planning and wealth management firm serving individuals, businesses, and not-for-profit institutions in 25 states. WHZ provides comprehensive financial planning and wealth management services to individuals at every stage of life, and also partners with business owners and executives on strategies for business growth and succession planning.
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 not-for-profit institutions, individuals, families, and businesses in 25 states. They practice at 697 Pomfret Street, Pomfret Center, CT 06259, 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 Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com.