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.



Our advisors

Advisor photo for Joseph A Zarlenga

Joseph A Zarlenga

CFP®, CRPC, CFS®, APMA, MPAS

Private Wealth Advisor

Managing Partner of North South Wealth Management
Learn more about Joseph A Zarlenga Visit Joseph A Zarlenga's website
Advisor photo for Christine Purser

Christine Purser

APMA, CRPC

Private Wealth Advisor

Managing Partner of North South Wealth Management
Learn more about Christine Purser Visit Christine Purser's website
Advisor photo for Timothy W Hornung

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
Advisor photo for Glenn Fasani

Glenn Fasani

CEP®, APMA

Financial Advisor

Managing Partner of North South Wealth Management
Learn more about Glenn Fasani Visit Glenn Fasani'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
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Sheri L O'Connor

Sheri L O'Connor

Investment Specialist

Personal Intro

Sheri has been with practice since 2007. Sheri is married to Rob and they have two daughters. 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
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Hannah Webster

Hannah Webster

Client Relationship Manager,

Financial Planning Specialist

Personal Intro

Hannah is a Wisconsin native, however she is very happy to have called the sunny state of Florida her home for the past 6years. One of her biggest passions is to serve and connect with other people in all areas of her life. In her spare time Hannah enjoys playing her violin, outdoor adventures, traveling, sports, spending time with family and friends, and the beautiful area beaches.

Qualifications

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Catherine Kelly

Catherine Kelly

Client Service Specialist,

Operations Specialist

Personal Intro

Catherine moved to Florida in 2022 with her husband and two children. She enjoys traveling, reading and attending all of her kids sporting events.

Qualifications

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Danielle Lewis

Danielle Lewis

Client Relationship Manager

Tom Zazycki

Tom Zazycki

Paraplanner

Lisa O'Malley

Lisa O'Malley

Financial Planning Assistant

Hailey Apfelbeck

Hailey Apfelbeck

Client Service Specialist