WELCOME TO YOUR

Client Center

We're here to provide you with Absolute Confidence. Unwavering Partnership. For Life.

Contact Your Client-Centered Team

Your WHZ client-centered team brings together a consistent group of professionals dedicated to delivering a more personalized, collaborative, consistent, higher value experience. Your team collaborates to provide you with the best possible strategy, knowledge, service and experience, so you can keep moving forward with confidence.

Jim Zahansky, AWMA® is your senior advisor. He is your strategic guide and relationship lead, focused on your individual big-picture financial planning and long-term vision to further strengthen your outcomes.

Leisl L. Langevin, CFP® CDFA® and Jonathan Mathews are your lead advisors. They manage your financial plan and investment strategy, bringing detailed guidance and implementation.

Nick Olson is your associate wealth advisor. He supports planning and investment work, joins meetings, and ensures that your strategy stays on track internally at WHZ.

Brandon Koehler is your paraplanner. He prepares financial analysis, and drafts plans and projections to support advisors in delivering accurate, thoughtful advice.

Ashley Robbins and Adam Afragola are your client relationship associates. They are your first point of contact for scheduling, paperwork, and everyday service needs.

Message Ashley and Adam for assistance now