Contributors

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Co-host

Holly C. Wanegar, CFP®

Associate Vice President, Wealth Advisor
WHZ Strategic Wealth Advisors

Holly provides clients with financial planning and advisory services, working in collaboration with the rest of the advisory team. She brings significant wealth management experience, particularly in roles involving client service and intake, trust administration, estate settlement services, financial planning, and investment management. 

https://whzwealth.com/meet-our-team/holly-c-wanegar-cfpr
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Co-host

James Zahansky, AWMA®

Principal/Managing Partner, Investment Advisor & Chief Goals Strategist
WHZ Strategic Wealth Advisors


Jim Zahansky is Principal/Managing Partner at WHZ, 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.

Learn more about Jim >

https://whzwealth.com/meet-our-team/james-zahansky-awma
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Laurence Hale, AAMS, CRPS®

Principal/Managing 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.

Learn more about Laurence >


https://whzwealth.com/meet-our-team/laurence-hale-aamsr-crpsr
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Leisl L. Langevin, CFP®, CDFA®

Senior Vice President, Financial Advisor
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.

Learn more about Leisl >


https://whzwealth.com/meet-our-team/leisl-l-langevin-cfpr-cdfar
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Michael Baum, CFP®, RICP®

Vice President, Associate Financial Advisor

WHZ Strategic Wealth Advisors


Mike brings nearly 15 years of deep financial industry experience to his clients at WHZ, an award-winning, independent fiduciary wealth management firm dedicated to empowering others to Live Well.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP ®) as well as a Retirement Income Certified Professional (RICP®). Mike is well-versed in all aspects of financial planning and has a particular interest in charitable giving strategies, education planning, and retirement income planning. Mike guides clients through complex company benefit plans that link to their personal financial goals and helps clients balance competing goals while building wealth.

Learn more about Mike >


https://whzwealth.com/meet-our-team/michael-baum-cfpr-ricpr