North South Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Joseph A Zarlenga

Joseph A Zarlenga

CFP®, CRPC®, CFS®, APMA®, MPASSM

Private Wealth Advisor

Managing Partner of North South Wealth Management
Visit Joseph A Zarlenga's website
Christine Purser

Christine Purser

APMA®, CRPC®

Private Wealth Advisor

Managing Partner of North South Wealth Management
Visit Christine Purser's website
Kevin Benjamin

Kevin Benjamin

Financial Advisor

Associate Vice President of North South Wealth Management
Visit Kevin Benjamin's website
Elizabeth Lane

Elizabeth Lane

Financial Advisor

Visit Elizabeth Lane's website

Team

Sheri L O'Connor

Sheri L O'Connor

Paraplanner

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 Represenative, Northwestern Mutual, Lombard, IL
  • 1996 - B.A. in Business Administration, Aurora University, Aurora, IL

Roles & Responsibilities

  • My role is to help clients complete 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.
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Shawn Layne

Shawn Layne

Client Relationship Manager

Qualifications

  • 2015 - Present Client Concierge, Zarlenga and Associates, Ameriprise Financial, Sarasota, 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.
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Tami Dalto

Tami Dalto

Client Service Specialist