Kathleen M. Zinniel
Manager, Concierge Services
As Manager of our Concierge Services at Advanced Wealth Management Group, I strive every day to provide you as our client with an exceptional experience. I want to make sure that you are taken care of when working with our firm. I am here to answer your calls, help you with scheduling appointments, and getting online account access. I also help plan our client events and I would love to tell you more about them!
I have thirteen years of experience in the financial services industry. I hold multiple securities registrations along with a Life and Health Insurance license. I am a graduate of the University of Illinois with a BA in French and a Spanish minor.
Out of the office, I enjoy spending time with my husband and our family, especially our grandchildren. We love boating and fishing on the lake, riding our Harley motorcycle, traveling, and baking. I also believe strongly in giving back to our community. I regularly participate in the MS Society 150 mile bike ride, serve dinners at the Ronald McDonald House, provide Memorial Blood Center donations, and participate in Feed My Starving Children events.
Kathy is a Registered Administrative Assistant of Cetera Advisor Networks LLC.