Associate Vice President, Wealth Advisor

WHZ Strategic Wealth Advisors

Jonathan has 10 years of experience in financial services, working with high-net worth accounts and sophisticated investment and insurance solutions at places including Prudential Financial and John Hancock. Prior to that, he served nearly a decade in the US Air Force.  

At WHZ, Jonathan is primarily focused on assisting our advisors with prioritizing and building strategic financial plans and wealth transitions to the next generation for business owners and early- and mid-career clients.  

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Vice President, Associate Financial Advisor
WHZ Strategic Wealth Advisors

Holly provides clients with financial planning and advisory services. She has significant wealth management experience, particularly in roles involving client service and intake, trust administration, estate settlement services, financial planning, and investment management. 

Senior Partner & Chief Strategist
WHZ Strategic Wealth Advisors

Jim Zahansky is an award-winning, independent fiduciary wealth management firm dedicated to empowering others to Live Well. He leads practice strategy, business development, client experience initiatives, and team leadership for the firm. 

Jim has a particular interest in guiding business owners through succession planning and aiding executives in maximizing their compensation package, in addition to working with individual and family clients and non-profit endowments.

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Senior Partner & Chief Investment Officer
WHZ Strategic Wealth Advisors 

Laurence leads portfolio management at WHZ, an award-winning, independent fiduciary wealth management firm dedicated to empowering others to Live Well. He also chairs the firm’s Investment Committee and develops goal-driven financial plans for clients. He has extensive experience with estate planning and charitable strategies and a particular interest in helping pre- and post-retirees.   

He has also served as an appointed member of Connecticut's Investment Advisory Council (IAC), overseeing the state's retirement plans and trust funds on behalf of more than 200,000 beneficiaries.

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Managing Partner, Advisory
WHZ Strategic Wealth Advisors 

Leisl brings more than 15 years of experience working with high-net-worth individuals in multiple areas of retirement, financial, and estate planning. 

She is a CERTIFIED FINANCIAL PLANNER™ (CFP ®) and a Certified Divorce Financial Analyst (CDFA), and is focused on helping early- and mid-career clients, particularly women and families, balance and prioritize their financial goals.

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