Jerry and Lisa Zitzmann are able to deliver a high-caliber level of service – they are both in the prime of their careers and combine 65 years of financial services experience.

Jerry Zitzmann, with nearly 40 years of industry experience, explains why this is so important, “Our experience as a team means we have seen and done an incredible amount when it comes to wealth management, and because we are in the prime of our careers, we have that burning passion to serve, and we will be here for the duration – seeing that our clients’ wealth management plans are heading toward the future they envision.  Ten, fifteen, twenty years from now, we intend to be here doing what we do best – helping our clients pursue their financial goals.”

Lisa Zitzmann, with 25 years of financial services experience, is Client Relationship Manager:   “Client service issues are always handled by me.  We don’t pass responsibilities on to other people.  We are an experienced team who takes great pride in our easy-going, understandable way of communicating complex issues to our clients, and we focus on speed and accuracy of execution when it comes to service.  We follow our ‘sundown rule’ – a commitment that every phone call is returned the same day, and if a client has an issue to be resolved, we return to that client with either a resolution or a game plan for the resolution by sundown that day.”