The 365 Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Greg Zienowicz

Greg Zienowicz

Financial Advisor

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Eddie Armstrong

Eddie Armstrong

Financial Advisor

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Joe Enders

Joe Enders

Financial Advisor

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Richard Davis

Richard Davis

Financial Advisor

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Mark Kantor

Mark Kantor

Financial Advisor

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Alan Parker

Alan Parker

Financial Advisor

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Craig Carter

Craig Carter

Financial Advisor

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Michael Silver

Michael Silver

Financial Advisor

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Cal Anderson

Cal Anderson

Financial Advisor

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Team

Karen E. Kremer

Karen E. Kremer

Client Service Associate

Roxana Farrar

Roxana Farrar

Senior Operations Leader

Qualifications

  • Series 7
  • Series 66
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