Expertise. Technology. Connection. You deserve the total package.

We’re in this together.

Every Zenith client is as unique as the financial landscape they face. To get you where you want to go, you’ll need more than run-of-the-mill, cookie-cutter solutions. Our team is ready to lend our collective financial experience and technical knowledge to help you reach your destination.

Our approach to wealth management is rooted in a fundamental belief that client success stems from building trusted relationships. When you manage your wealth with Zenith, you can count on our team to provide excellence, experience, and innovative strategies— all with a personal touch.

Client amazement team

Your experience matters. When it comes to expectations, above and beyond is the result we aim for. Our local team is dedicated to delivering you an amazing client experience.

Dan Thompson

President and CEO
Jennifer Thompson

Managing Director
Trish Stark

Managing Director
Jenifer Warnhoff

Chief Compliance Officer
Andrew Roodveldt

Senior Vice President and Portfolio Manager
Nicolas Moise

Investment Associate

Client experience partners

You have a vision for your wealth journey; we can help you get there. Zenith Wealth Advisors teamed up with an independent asset management partner GeoWealth to further support your experience.