A legacy for generations

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• HI
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• LA
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• OR
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• WV

Helping clients grow their wealth for their most important life events 

One of the first things Andy shares with new clients is that he attended Riverside Military Academy learning leadership and organizational skills that are the foundation of his business philosophy today. Clients come first. Trust is earned by developing a rapport and building relationships that last — through multiple generations. Clients and referrals appreciate the Zager team’s ability to offer the right financial advice at the right time. Managing portfolios, diversifying investments, and helping with life events— for children’s education, purchasing a home, and a retirement plan that lasts a lifetime — the Zager team sees clients through family’s milestone events, both challenging and happy.

Leading an elite team of financial advisors

Born and raised in Atlanta, GA, Andy learned about investing as a boy from his grandfather and father. He always wanted to help people manage their money, and to teach — qualities that make him a born financial advisor and leader. Andy mentors and inspires his team by giving them the tools to succeed. Each team member specializes in a specific set of skills backed by the resources of UBS. Clients appreciate that every member of the Zager team really listens, and every call and email is answered before the day’s end. Exceptional service often includes special events such as financial workshops about topics of interest such as retirement, legacy planning, and philanthropy.

Past experience

• Financial Advisor, Dean Witter/Morgan Stanley, 1997
• Battalion Executive Officer & Major, Riverside Military Academy, 1988 

 Life

• Andy serves his community by working with several foundations in Atlanta
• Board member, Board of Trustees at Riverside Military Academy
• Andy is married to Rebecca, his wife of over 30 years
• The couple has two grown children, Rachel, and Ethan
• Andy enjoys weightlifting, golf and classical piano

• Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• University of Tennessee at Chattanooga, B.S. Marketing

• Senior Portfolio Manager
• Life, health and variable annuity insurance licenses
• Series 7, 31, 66 securities licenses

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• CO
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• DC
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• GA
• HI
• ID
• IL
• LA
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• MD
• MI
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• MO
• MS
• NC
• NE
• NJ
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV

Holistic financial advice. A path to client success.

The financial services industry always felt like home to Casey, whose father was a financial advisor and wholesaler for over 30 years. Casey’s love of people, his ability to problem-solve and the fact that each day brings different challenges have made his own 19-year career in finance a perfect fit for him. His experience as a financial analyst at Morgan Stanley and Cardlytics gave him the opportunity to hone his accounting skills and analyze companies from a fundamental and different perspective than investing. At the Zager Wealth Management team at UBS, Casey conducts research, provides sound advice, designs investment strategies and handles trading.

The priceless look in a client’s eyes

When dealing with clients, Casey believes in levelheadedness, loyalty and resilience. He knows that long-lasting, multigenerational client relationships are built over time. That takes knowledge, patience and the experience to craft individualized financial and investment plans that take into account insurance needs as well. Casey also prepares Financial Goal Analysis (FGA) reports, fields investment questions and oversees client relationships. But what makes him happy on any given day, is the look in a client’s eyes when they realize their goals have been achieved.

Past experience

• Alternative Investment Analyst, Morgan Stanley, New York, NY
• Financial Analyst, Cardlytics, Atlanta, GA
• Financial Advisor, Merrill Lynch, Atlanta, GA

Life

• Volunteer for nine years for Georgia Tech Alumni Association
• Volunteer for Habitat for Humanity
• Casey lives with his wife Deidre, daughter and dog Tosh
• Hobbies include sports, golf, reading, gardening and grilling.

• Georgia Tech, B.S. Business

• Life, health and variable annuity insurance licenses
• Series 7, 31, 66 securities licenses

• AL
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• NC
• NE
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV

Empathy means putting ourselves in our clients’ shoes

Marek has always wanted to work in a field where he could serve others. With over 22 years of experience in the financial industry, Marek has been through many market cycles and has shepherded clients to manage and grow their wealth. He is grateful to be part of a team that leverages each member’s knowledge and offers outstanding client service combined with the strength of UBS resources. Marek believes that one of the essential jobs of a financial advisor is to make clients feel heard and understood. That takes great listening skills and empathy. After all, he is helping clients manage their money—one of the most important aspects of their lives.

The vision to build and protect wealth

Marek believes that building wealth is all about helping each client build the life they’ve always wanted. Because each client’s needs and financial goals are unique, the Zager Wealth Management team works to create a customized financial plan for every client. This is followed by regular portfolio review meetings throughout the year, to stay the course or make adjustments that depend on the changing market and the client’s needs. While growing a client’s wealth is a priority, protecting it, is of equal importance. A shared vision with clients and honest communication are key to forging trusting long-term relationships.

Past experience

• Financial Advisor, Bear Stearns & Co.  2004 – 2008
• Management and Compliance, Prudential Securities, Inc. 2000

Life

• Marek has been married to Nomiki Klonaris for over 23 years and is the proud father of two daughters, Athena & Artemis, who constantly amaze their parents.
• The family enjoys traveling and cooking new recipes and classic favorites together.
• Marek and his family are all avid tennis players and love to compete.
• Marek also loves music and reading.

• Georgia State University, BBA

• Series 7, 9/10 and 66 securities licenses
• Health, long-term care, life, and variable products insurance licenses

• AL
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Going above and beyond without being asked

As Team Administrator for Zager Wealth Management at UBS, Zoe has a passion for helping clients. Her personal goal is to provide clients with that special “something” they cannot experience anywhere else: exceptional service. This includes facilitating the account opening process, servicing client accounts and implementing investments. Zoe also specializes in handling the team's credit lines, banking products, and alternative investments. Combined with her previous work as a financial advisor at AIG and her bank branch management training give her a deep understanding of the multiple faceted aspects of wealth management.

Leveraging the strength of every team member

Zoe thrives in her leadership role. She has an impeccable work ethic, is always respectful and kind and she genuinely has our clients’ best interests at heart. Zoe brings a deep understanding of everyone’s role on the Zager Wealth Management team. She knows how to leverage everyone’s strengths which is why she is tasked with ensuring that our team has the most efficient possible processes in place without sacrificing our vision and focus. Zoe believes that when everyone’s vision aligns, the team can grow the business and everyone wins — especially clients.

Past experience

• Financial Advisor AIG VALIC, 2004-2012
• Synovus Branch Management Training program, 2003-2004 

Life

• Zoe loves to work out daily and has recently taken up hot yoga
• She also enjoys playing ALTA and USTA team tennis, and hosting game nights
• Zoe’s love of travel is surpassed by spending time with her niece, Ava, and her nephew, Ethan
• Zoe adores her two dogs, Doc, and Alfred

• University of Georgia, BBA Finance

• Series 7, 63, and 65 securities licenses
• Life, health and variable annuity insurance licenses

• AL
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• GA
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• NC
• NJ
• OH
• SC
• TX

Communication. Flexibility. Integrity.

In Amber’s first career as a physical therapist, she worked with clients with orthopedic and neurological conditions, rehabilitating them from injury and disability to healing so they could function and work in their daily lives. Helping people return to a normal life is an uncommon but ideal preparation for understanding the unique needs of Zager Wealth Management clients. Communicating clearly, advocating for client needs, flexibility, integrity and attention to detail—all come naturally to Amber in her new career as a UBS Registered Client Associate.

A passion to exceed client expectations

Amber is proud to be a member of the Zager Wealth Management team at UBS, whose diversified financial professionals aim to the highest standard: flawless client service. Amber’s role is to help facilitate every aspect of the business; answering and fielding calls, facilitating transactions, working closely with Financial Advisors to complete tasks related to investment decisions and providing resolution to each and every client request. This requires seamless teamwork, timely service and the desire by all to exceed client expectations.

Life

• Amber volunteers at an urban community garden and donates the food to support people with food insecurity in the surrounding neighborhoods.
• Amber enjoys spending time with friends and family and world travel.
•  She is big on wellness activities and spending time in the great outdoors.
• Amber is a proud “dog mom” 

• University of Connecticut, BS Exercise Physiology
• Georgia State University, Doctorate Physical Therapy

• Series 7 and 66 securities licenses

Dedicated. Driven. Organized.

Kendall loves her job. She oversees every aspect of planning client events for the Zager Wealth Management team, be that a financial seminar or a holiday party. Kendall also schedules regular review appointments that take place several times a year for every client. Kendall is also in charge of client communications and marketing. She loves wearing multiple hats because her job is always challenging, detail-oriented and never boring. This takes focus and a determination to provide consistent, excellent client service.

Behind-the-scenes excellence

Before working in the financial industry, Kendall was a grade school teacher. This experience taught her the importance of patience and how dealing with different age groups varies. One of Kendall’s many strengths is being open-minded and able to take constructive criticism. She values learning something new each day, especially looking at financial and interpersonal problems from different perspectives.

Kendall prioritizes honesty in dealing with clients. She likes to say, “We never do anything just for our benefit, only for the clients.” 

Life

• Kendall’s passion is her dogs; she loves playing with and walking them.
• Kendall loves the great outdoors, including bicycling.
• She also enjoys yoga and meditation.
• Kendall is always up for trying a new restaurant with friends.

• Indian River State College

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Helping clients from generation to generation

As an integral member of the Zager Wealth Management team, Juanita works closely with clients and their families. Having assisted clients for over 36 years, Juanita brings a wealth of financial experience backed by amazing interpersonal skills. Juanita interacts with clients daily, fielding questions and assisting with operational needs. She handles estates and trust accounts—and even helps some clients gather their taxes. One of Juanita’s most important qualities is that she gets to know each client personally and build trust across generations. On multiple occasions, Juanita has worked with clients, their adult children and eventually, their grandchildren.

Addressing client requests in a timely manner

Juanita values and respects how clients have been able to save and grow their money over the years. She understands family dynamics and the importance of passing wealth from one generation to the next. Her idea of white glove service is defined by addressing all client requests in a timely manner. Juanita tentatively plans to retire in December 2023. She’s had an amazing career and has truly helped a countless number of families who will surely miss her. She is actively training each team member to take over her responsibilities.

Life

• Juanita enjoys spending time with her daughter, grandchildren and best friend.
• She also enjoys documentary films.

• Series 7 securities license