Experience

Andy began his career with Dean Witter in 1997 which soon became part of Morgan Stanley. He is a Retirement Planning Specialist and is one of a select group of UBS Advisors with the Senior Portfolio Manager designation (PMP).  Born and raised in Atlanta Georgia, he attended Riverside Military Academy for his four years of high school, graduating as the second highest ranking cadet. In October of 2014, he was inducted into their Athletic Hall of Fame for Wrestling, making him only the 19th inductee in over 100 years. He attended the University of Tennessee at Chattanooga where he earned a Bachelor of Science in Marketing while wrestling on their competitive Division 1 wrestling team. Andy enjoys serving our community by working with several foundations in Atlanta and sits on the Board of Visitors at Riverside. Andy is married to his wife Rebecca since 1993 and has two children, Rachel and Ethan that are both grown and living away from home. Ethan is in the UBS Financial Advisor training program in Charlotte, NC. Andy enjoys weightlifting, golf and classical piano.

Casey researches investment strategies, handles trading, prepares Financial Goal Analysis (FGA) reports, helps with investment related questions, and overseas client relationships. Casey has worked in the financial services industry for over 19 years. Previously, he was with Morgan Stanley as an Alternative Investments Analyst in New York before becoming a Financial Advisor with Merrill Lynch in Atlanta. He has continued to sustain and build close relationships with clients while establishing his business with UBS and Zager Wealth Management in 2015. Casey graduated with High Honor from Georgia Tech with a Bachelor of Science in Business. He minored in Finance and Marketing where he was a member of the Varsity Swimming Team. He grew up locally and attended Marist High School in Atlanta, GA where he was an All-American and 3 time state champion. He enjoys volunteering his time in multiple areas for Georgia Tech as well as Habitat for Humanity. He currently resides in Buckhead with his wife Deidre, his dog Tosh. His hobbies include running, sports, reading and golf.

Zoe brings over 20 years of Financial Services experience to our team. She completed the Synovus Branch Management Training program in 2003, found an interest for investments, and went on to become a Financial Advisor at AIG VALIC for 8 years prior to joining Zager Wealth Management in 2013. Zoe facilitates and assists with the account opening process, servicing of client accounts, and the implementation of investments. As Team Administrator, she is also tasked with ensuring we have the best possible processes in place to ensure our clients have an exceptional experience working with our Wealth Management Team. Zoe also specializes in handling our

team's credit lines, banking products, and alternative investments. When you speak with Zoe you will notice from her accent that she is not a GA Native; she was born in England, moved to the USA as a teenager, and graduated from the University of Georgia (UGA) in 2002 with a BBA in Finance. In her spare time, Zoe enjoys working out, playing tennis, traveling, spending time with her niece, nephew, and her two dogs Doc and Alfred.

Series 7, 63, 65 licensed.

Juanita is our team's Investment Associate and an integral part of Zager Wealth Management. Having assisted clients for the past 36 years, she has a unique understanding and sense of loyalty to each client. Her thorough, caring approach is only surpassed by her professionalism. Although not yet set in stone, Juanita plans to retire in December of 2023. She's had an amazing career and has truly helped a countless number of families. She is actively training each member of the team to take over her responsibilities. On the weekends Juanita enjoys spending time with her daughter, Grandchildren and best friend.

Amber assists with the account opening process and the servicing of client accounts.

Amber, originally a native of Switzerland, moved to the USA in elementary school.  She graduated from the University of Connecticut (UConn) in 2008 with a BS in Exercise Physiology.  She went on to get her Doctorate in Physical Therapy from Georgia State University.  After 10 years in healthcare, Amber decided to make a career change to financial services.  She brings with her experience in customer service and client relations.  In her free time she enjoys traveling, fitness, and spending time with family and friends. 

Andy began his career with Dean Witter in 1997 which soon became part of Morgan Stanley. He is a Retirement Planning Specialist and is one of a select group of UBS Advisors with the Senior Portfolio Manager designation (PMP).  Born and raised in Atlanta Georgia, he attended Riverside Military Academy for his four years of high school, graduating as the second highest ranking cadet. In October of 2014, he was inducted into their Athletic Hall of Fame for Wrestling, making him only the 19th inductee in over 100 years. He attended the University of Tennessee at Chattanooga where he earned a Bachelor of Science in Marketing while wrestling on their competitive Division 1 wrestling team. Andy enjoys serving our community by working with several foundations in Atlanta and sits on the Board of Visitors at Riverside. Andy is married to his wife Rebecca since 1993 and has two children, Rachel and Ethan that are both grown and living away from home. Ethan is in the UBS Financial Advisor training program in Charlotte, NC. Andy enjoys weightlifting, golf and classical piano.

Casey researches investment strategies, handles trading, prepares Financial Goal Analysis (FGA) reports, helps with investment related questions, and overseas client relationships. Casey has worked in the financial services industry for over 19 years. Previously, he was with Morgan Stanley as an Alternative Investments Analyst in New York before becoming a Financial Advisor with Merrill Lynch in Atlanta. He has continued to sustain and build close relationships with clients while establishing his business with UBS and Zager Wealth Management in 2015. Casey graduated with High Honor from Georgia Tech with a Bachelor of Science in Business. He minored in Finance and Marketing where he was a member of the Varsity Swimming Team. He grew up locally and attended Marist High School in Atlanta, GA where he was an All-American and 3 time state champion. He enjoys volunteering his time in multiple areas for Georgia Tech as well as Habitat for Humanity. He currently resides in Buckhead with his wife Deidre, his dog Tosh. His hobbies include running, sports, reading and golf.

Zoe brings over 20 years of Financial Services experience to our team. She completed the Synovus Branch Management Training program in 2003, found an interest for investments, and went on to become a Financial Advisor at AIG VALIC for 8 years prior to joining Zager Wealth Management in 2013. Zoe facilitates and assists with the account opening process, servicing of client accounts, and the implementation of investments. As Team Administrator, she is also tasked with ensuring we have the best possible processes in place to ensure our clients have an exceptional experience working with our Wealth Management Team. Zoe also specializes in handling our

team's credit lines, banking products, and alternative investments. When you speak with Zoe you will notice from her accent that she is not a GA Native; she was born in England, moved to the USA as a teenager, and graduated from the University of Georgia (UGA) in 2002 with a BBA in Finance. In her spare time, Zoe enjoys working out, playing tennis, traveling, spending time with her niece, nephew, and her two dogs Doc and Alfred.

Series 7, 63, 65 licensed.

Juanita is our team's Investment Associate and an integral part of Zager Wealth Management. Having assisted clients for the past 36 years, she has a unique understanding and sense of loyalty to each client. Her thorough, caring approach is only surpassed by her professionalism. Although not yet set in stone, Juanita plans to retire in December of 2023. She's had an amazing career and has truly helped a countless number of families. She is actively training each member of the team to take over her responsibilities. On the weekends Juanita enjoys spending time with her daughter, Grandchildren and best friend.

Amber assists with the account opening process and the servicing of client accounts.

Amber, originally a native of Switzerland, moved to the USA in elementary school.  She graduated from the University of Connecticut (UConn) in 2008 with a BS in Exercise Physiology.  She went on to get her Doctorate in Physical Therapy from Georgia State University.  After 10 years in healthcare, Amber decided to make a career change to financial services.  She brings with her experience in customer service and client relations.  In her free time she enjoys traveling, fitness, and spending time with family and friends.