The Team

North South Wealth Management

Our Advisors

Christine Purser

Christine Purser

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies

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Joseph A Zarlenga

Joseph A Zarlenga

Private Wealth Advisor

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Designations

CFP®, CRPC®, CFS®, APMA®, MPASSM

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

Bachelor of Arts,Dominican University, River Forest, IL
AR License #372824

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Our Staff

Sheri O'Connor, CRPC<sup>®</sup>

Sheri O'Connor, CRPC®

Paraplanner

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Qualifications

  • 2007 - Present: Licensed Paraplanner, Zarlenga and Associates, Ameriprise Financial Services, Inc, Naperville, IL
  • 2011: Earned the Chartered Retirement Planning Counselor designation, CRPC
  • 2002 - 2007: Associate Financial Representative, Northwestern Mutual Financial Network, Lombard, IL
  • 1996: BA in Business Administration, Aurora University, Aurora, IL

Roles & Responsibilities

  • My role is to help clients complete financial transactions and manage the Financial Planning Department at Zarlenga and Associates.
  • I enjoy spending time with my husband, our teenage daughter and our many pets.
  • I am the Treasurer of our community Music Boosters and very active in raising money for the music departments in our schools.
  • I am also very active in our church and teach Kindergarten/First Grade Sunday School.
Shawn Layne

Shawn Layne

Client Concierge

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Qualifications

  • 2015 - Present: Client Concierge, Zarlenga and Associates, Ameriprise Financial, Bradenton, FL
  • 2010 - 2015: Sales and Service Coordinator, Suncoast Porsche, Sarasota, FL
  • BA from University of Iowa

Roles & Responsibilities

  • My role is to help manage and coordinate our client's experience in order to provide the highest level of satisfaction.