WZ Financial Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for WZ Financial Group
Team photo for WZ Financial Group

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Advisors

Simon Wheeldon

Financial Advisor

Managing Director
Visit Simon Wheeldon's website


Team

Tyler Plunkett

Tyler Plunkett

Client Service Specialist