- Details
- Category: Current Issue
POMFRET CENTER — Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) added three new members to its team.
Hailey Costa has been hired as senior associate, Client Service and Operations; Matt Allen has been hired as associate, Client Service and Operations; and Jillian Smick has joined the team as an associate client experience concierge.
Matt Allen is beginning his career at WHZ, having recently graduated from Central Connecticut State University with a bachelor’s in mathematics and a minor in computer science.
In their new roles at WHZ, both Costa and Allen will provide administrative and client service support for the firm’s operations, from fulfilling client requests to facilitating operational communications and workflow.
Jillian Smick is also a recent graduate, with a bachelor’s in hospitality and tourism management from the University of Massachusetts’ Amherst Isenberg School of Management.
She has worked in customer experience roles for two premium hotels and also has customer experience training in the Forbes 5-Star standards. In her new role as Client Experience Concierge, Smick will support the firm’s commitment to providing an exceptional client experience at every touch point.
“We are so thrilled to add Hailey, Matt and Jillian to our team,” said WHZ Managing Partner, Co-Founder and Chief Investment Officer Laurence Hale, AAMS, CRPS®. “Our Plan Well, Invest Well, Live Well strategic process continues to provide our clients with superior service, and that in turn has fueled the growth of our firm. It’s extremely rewarding to see the hard work, dedicated commitment and great partnerships that WHZ was founded on leading to great things not only for our business, but for our team and our clients as well.”
WHZ Managing Partner and Chief Goal Strategist James Zahansky, AWMA® says the addition of Costa, Allen and Smick was particularly focused on further strengthening and enhancing client service.
“Our mission at WHZ is to deliver the best wealth management experience for every client, every time, at every touchpoint. It’s our commitment to that mission that earns the trust and partnership of our clients, and as our firm grows so too do the resources we put behind fulfilling that promise,” Zahansky said.
.