Experience Makes all the difference

Our team of professionals offer our clients access to some of the world’s most powerful financial resources. We distinguish ourselves with both financial experience and personal service. The relationship we share with you, our client, is the cornerstone of our wealth management approach.

Terence "Terry" Zaas

Senior Vice President - Wealth Management
Retirement Plan Consultant
Senior Portfolio Manager
Wealth Advisor
614-442-6296

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Terry has been in the investment industry for more than 29 years. He is one of a small number to earn the title of Wealth Advisor, a designation that qualifies him to provide highly personalized service to his clients. Terry directs the group's overall investment strategy and management. He is experienced in serving the wealth management needs of affluent individuals, their families and their businesses. Terry is involved locally with Village Academy School and United Way. Outside of the office, he enjoys spending time with his wife, Robin, and their three children.


Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MD, MI, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV


Eric Singer, CRPS®

First Vice President - Wealth Management
Chartered Retirement Plans Specialist (CRPS®)
Retirement Plan Consultant
614-442-6265

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Eric has 13 years experience in the financial services industry. He directs the group's corporate services division, which focuses on retirement plan consulting. Eric also coordinates the team's strategic partnership with the UBS Investment Bank and Private Wealth Management. Eric works in conjunction with the team's other advisors to provide portfolio management and financial planning solutions to individual wealth management clients. He is involved locally with the Childhood League and United Way. Outside of the office, he enjoys spending time with his wife, Rebecca, and their two sons.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, MD, ME, MI, NC, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV


Amanda Helwig

Wealth Strategy Associate
614-442-6243

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Amanda has been in the financial services industry for over 12 years. Her role on the team is to place trades and track investments.  She also works on special market related projects. Amanda strives to enhance the team’s contact with clients, employing both traditional and technological methods. She is involved locally with the Shepherd Church of the Nazarene youth group and bible studies. Outside the office, Amanda enjoys spending time with her husband, Bryan, and their two children.


Registered States:
OH


Rebecca Singer

Client Service Associate
614-442-6260

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Rebecca joined the team in February 2013.  She has over 10 years experience in the banking industry.  Her role on the team is to maintain consistent communication with our clients to ensure that regular meetings are scheduled.  Her responsibilities include preparing for client reviews and the team marketing.  Rebecca is involved with the Childhood League and Upper Arlington Womens' Masters Rowing.  She enjoys spending her time out of the office with her husband, Eric, and their two children.


Registered States:
OH


Justin P. Kuntz

Client Service Associate
614-442-6283

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