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



Our advisors

Joseph A Zarlenga, Private Wealth Advisor serving the Lakewood Ranch, FL area - Ameriprise Advisors

Joseph A Zarlenga

CFP®, CRPC®, CFS®, APMA®, MPASSM

Private Wealth Advisor

Managing Partner of North South Wealth Management
Learn more about Joseph A Zarlenga Visit Joseph A Zarlenga's website
Christine Purser, Private Wealth Advisor serving the Lakewood Ranch, FL area - Ameriprise Advisors

Christine Purser

APMA®, CRPC®

Private Wealth Advisor

Managing Partner of North South Wealth Management
Learn more about Christine Purser Visit Christine Purser's website
Timothy W Hornung, Private Wealth Advisor serving the Lakewood Ranch, FL area - Ameriprise Advisors

Timothy W Hornung

CFP®, ChFC®, APMA®

Private Wealth Advisor

Managing Partner of North South Wealth Management
Learn more about Timothy W Hornung Visit Timothy W Hornung's website
Elizabeth Lane, Financial Advisor serving the Lakewood Ranch, FL area - Ameriprise Advisors

Elizabeth Lane

CFP®, APMA®

Financial Advisor

Learn more about Elizabeth Lane Visit Elizabeth Lane's website

Our team

Shawn Layne

Shawn Layne

Client Relationship Manager

Personal Intro

Shawn transitioned to Florida from the Midwest in 2009 and hasn't looked back since. She enjoys the Florida sunshine, beaches and top down in the convertible.

Qualifications

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

Roles & Responsibilities

  • Shawn is key to our team operations, ensuring our clients receive the highest level of service, while acting as liaison between our clients & advisors.
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Tom Zazycki

Tom Zazycki

Paraplanner

Sheri L O'Connor

Sheri L O'Connor

Financial Planning Analyst

Personal Intro

Sheri has been with practice since 2007. Sheri is married to Rob and has a daughter MaryGrace and a step-daughter Vicki and her husband Kevin. She enjoys spending time with family and friends, her family pets and traveling with Rob now that they are empty-nesters.

Qualifications

  • 2007-Present: Licensed Paraplanner, Zarlenga and Associates, Ameriprise Financial Services Inc., Warrenville, IL
  • 2011 - Earned the Chartered Retirement Planning Counselor designation, CRPC®
  • 2002-2007 Associate Financial Representative, Northwestern Mutual, Lombard, IL
  • 1996-B.A. In Business Adminitstration, Aurora University, Aurora, IL

Roles & Responsibilities

  • Sheri is an integral part of our financial planning team working directly with our clients in gathering & analyzing data. She also handles our financial transactions and money requests.
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Hannah Webster

Hannah Webster

Executive Assistant

Emily Maronie

Emily Maronie

Client Service Specialist