Leisl Cording joined Weiss, Hale & Zahansky Strategic Wealth Advisors in January 2019 as Vice President, Associate Financial Advisor. She works closely with our advisors in guiding clients through their unique financial situations and helping them customize financial plans to achieve their financial life goals.

Leisl brings over 10 years of experience working with high-net-worth individuals in multiple areas of retirement, financial, and estate planning. She enhanced her financial planning knowledge for individuals by obtaining the Certified Financial Planner^TM certification in December 2016.

Leisl started her career in the trust and investment services department at U.S. Trust in October 2008. While at U.S. Trust, she developed a passion for delivering superior client service and gained a broad knowledge of all aspects of wealth management while administering individual, retirement, and various types of trust accounts. Subsequently, she joined People’s United Bank in the wealth management department in June 2014. She was an integral team member that helped to establish a wealth management presence in the Hartford, CT area. She assisted clients with navigating their complex financial situations and providing simple solutions to help reach their goals. Her responsibilities ranged from individual financial planning, trust and fiduciary administration, estate settlement, and investment management. While at People’s United Bank, she was involved in their Women in Leadership program, which focused on women in business and allowed her to share her expertise with women on the topics of investing and financial planning.

Leisl grew up in Pomfret, CT and graduated from Woodstock Academy in 2004. She later graduated from Quinnipiac University in 2008 with a degree in Finance. She currently resides in Woodstock, CT and in her spare time, enjoys playing and coaching soccer, golfing, running, and traveling both in the U.S. and internationally.

Heather anchors the Weiss, Hale & Zahansky Strategic Wealth Advisors Service and Operations team. She has more than 16 years of experience with advisors Laurence and Jim, and more than 25 years in the financial services business. She has been an integral part of the growth of the firm and the satisfaction of our clients. Heather has held positions at Paul Revere, First Union in Worcester, Merrill Lynch, and Advest, where she was honored with the distinguished Client Service Award. She holds a producer's license for life and health insurance, the FINRA Series 7 securities registration, and holds a Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning. Heather’s commitment delivers skilled, timely answers to client questions and due diligence to outstanding matters. She offers industry experience along with an extraordinary personal commitment to client service and the process of financial planning.

Heather has been a lifelong resident of northeastern Connecticut. She enjoys traveling, hiking and outdoor adventure. Heather is a board member at TEEG, helping empower residents in Northeastern Connecticut. She enjoys volunteering at The Hole in the Wall Gang Camp for families and their children facing serious illness and is dedicated to helping rescue dogs in need at Dog Orphans Society in Douglas, Massachusetts. She is a devoted follower of U2, but above all else, she is an incredibly loyal fan of the Boston Red Sox and New England Patriots.

 

Holly Wanegar joined Weiss, Hale & Zahansky Strategic Wealth Advisors in June 2019 as Manager, Operations & Analytics. She assists clients with operational and administrative needs in collaboration with our advisors and team to ensure the best client experience. In addition to leading our Operations team, Holly provides critical support to advisors with analytics related to operations and works with our Chief Investment Officer to implement portfolio and investment strategies.

Holly brings significant wealth management experience, particularly in roles involving client intake, trust administration, estate settlement services, financial planning, and investment management. Prior to joining our team, Holly worked at U.S. Trust as a Trust Administrative Officer, and most recently, at People’s United Bank as a Relationship Manager, working to deliver an exceptional client experience for high net worth individuals.

Holly grew up in Pomfret, CT. She is a graduate of Woodstock Academy, and received her bachelor’s degree in Psychology from Eastern Connecticut State University. She currently resides in Eastford, CT with her husband and three dogs. In her free time, Holly enjoys running, playing soccer, gardening, and travelling.

As Administration & Client Services Associate, Beckie is committed to ensuring that every client's experience is at the highest level.
With her superior organizational and communication skills, Beckie manages daily office operations, scheduling, and phone inquires. She comes to Weiss, Hale & Zahansky Strategic Wealth Advisors with more than 20 years of experience in client support, including positions with American Airlines, American Express Travel, and Electric Boat. 

Beckie Received her B.A. from the University of Massachusetts in 2014, focusing on Women's Health and Integrative Health Practices. She lives in Pomfret Center with her youngest daughter and has two grown children nearby as well. Outside of work, she spends time cooking and relaxing with her family and friends. She's also an active volunteer member of the Northeast Connecticut Women and Girls Fund, an organization committed to helping women and girls in Eastern Connecticut lead more fulfilling, productive, healthy lives.