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Koehler joins
Weiss, Hale
& Zahansky
POMFRET CENTER — Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) hired Brandon Koehler as a Client Service Associate. Koehler assists clients with day- to-day operational needs in collaboration with WHZ’s financial advisors to ensure the best client experience and advancement of client goals.
Koehler is a recent graduate of UConn, where he earned a degree in economics with a minor in communications. Prior to joining WHZ, he served as Business Lead on UConn’s Formula Student racing team, the university’s flagship engineering organization while also working for UConn Athletics and the Town of Mansfield with a focus on operations and customer service.
“Thanks to his education in both economics and communications, Brandon brings an ideal combination of knowledge and skills to the role of Client Service Associate at our firm,” said WHZ Principal, Managing Partner and Chief Investment Officer Laurence Hale, AAMS, CRPS®. “His understanding of economics and finance, combined with his great communication skills and outgoing personality make him an excellent fit for helping to provide the best financial planning experience possible to our clients.”
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