FOR IMMEDIATE RELEASE:
CONTACT: Jarell Roberts – Manager, Brand & Client Relationships. Weiss, Hale & Zahansky Strategic Wealth Advisors 860.928.2341 email@example.com www.whzwealth.com
Pomfret Center, CT (July 2019) — Weiss, Hale & Zahansky Strategic Wealth Advisors Strengthens Commitment to Delivering the Best Wealth Experience
Three new team members have recently joined Weiss, Hale & Zahansky Strategic Wealth Advisors: Holly Wanegar, Jarell Roberts, and Heather Vogt. The firm is excited to welcome these three qualified and accomplished individuals as they continue to cultivate an environment demonstrating an on-going commitment of guiding clients toward their financial life goals.
Holly Wanegar, Manager, Operations & Analytics joined Weiss, Hale & Zahansky Strategic Wealth Advisors in June 2019. She assists clients with operational and administrative needs in collaboration with advisors and the team to ensure the best client experience. In addition to leading the Operations team, Holly provides critical support to the advisors with analytics related to operations and implementing portfolio and investment strategies. “Holly’s strong communication skills and natural ability to interact with clients, along with her organizational, analytical, and problem-solving skills makes her a perfect fit for this team. We strive to deliver the best wealth management experience, and with Holly’s leadership, we are able to continue to do so for our clients,” says Principal & Managing Partner, Laurence Hale. Holly replaces Shandy Chen who is exploring a new career track in the financial sector in Pennsylvania while continuing to serve the Weiss, Hale & Zahansky Investment Committee as an investment analyst.
Jarell Roberts, Manager, Brand and Client Relationships replaces Diego Briones. Jarell is responsible for the oversight and execution of the Weiss, Hale & Zahansky mission to “deliver the best wealth management experience for every client, every time.” According to Principal & Managing Partner, Jim Zahansky, “The skills Jarell developed throughout his career, including strategic thinking, strong communication, and collaborative efforts, will benefit our clients and our team.” Briones will be leaving the organization to pursue his PhD in Economics at the University of Virginia.
Finally, Heather Vogt joined Weiss, Hale & Zahansky Strategic Wealth Advisors in May 2019 as Brand Associate. Her role includes building content via investment-related research, copyediting, and multichannel content distribution, with an ultimate goal to help educate and deliver a superior experience for clients, prospects, and the broader community. Heather will be starting her senior year at the University of Connecticut in the Fall of 2019, where she is pursuing a bachelor’s degree in Political Science. “We are extremely excited that Heather has become a part of our team. Her enthusiasm, creativity, and effective communication skills come together to enhance our values and community presence,” says Zahansky.
Laurence Hale delivers a closing remark on the team changes: “Though we are sad to see some team members leave and pursue career growth, we are excited for our clients as we welcome Holly, Jarell, and Heather. Weiss, Hale & Zahansky is on the same journey as our clients and understands dynamic life events such as job changes, educational goals, and mission achievement.”
Visit www.whzwealth.com to learn more.
Note: Securities and advisory services for Weiss, Hale & Zahansky Strategic Wealth Advisors, 697 Pomfret Street, Pomfret Center, CT 06259 (860.928.2341) are offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. About Weiss, Hale & Zahansky Strategic Wealth Advisors: Since 2006, Weiss, Hale & Zahansky has been providing individuals and not-for-profits with wealth management, retirement income planning and financial guidance to help them to: Plan Well, Invest Well, Live Well™. Together the advisors – Laurence Hale and Jim Zahansky – hold over 50 years combined industry experience and help clients to Plan Well, Invest Well, Live Well.™ They are located at 697 Pomfret Street, Pomfret Center, CT 06259. For more information, please visit www.whzwealth.com or call 860.928.2341.