Our advisors

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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