CALIFORNIA CONSUMER - Key Persons
As a financial advisor, Christian Zernich has over 25 years experience as an Executive Benefits Specialist in the specialized market of Non-Qualified Deferred Compensation for Key Executives and has been helping credit unions offset their employee benefit obligations by implementing Employee Benefits Pre-Funding Programs.
Christian established his organization, Executive Benefits Solutions (EBS), early in his career while affliated with CUNA Mutual Life Insurance Company where he began working with executives in the credit union marketplace. With his growing practice, Christian moved his affliation to Lincoln Financial Advisors in 2004 and then he partnered with Stratos Wealth Partners, Ltd., an independent wealth management and investment advisory firm, whose representatives are affliated with LPL Financial, one of the largest independent brokerage firms in the nation*. This partnership made it possible for EBS to integrate more industry resources, products and technology, in seeking to improve their clients' overall experience.
Christian is a Million Dollar Round Table Top of the Table Qualifier**. He was a member of Lincoln Financial Advisors' prestigious Premier Partners and The Resource Group.
Christian has three children, Evan,Gabrielle and Jackson. He is a YMCA community volunteer who also coaches baseball, football, and basketball.
Daniel Jacoby - Chief Investment Officer
Daniel Jacoby is the Chief Investment Officer, and a Founding Partner of Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of financial planning and implementation services. Stratos is a national network of distinguished, experienced financial planning practitioners spread throughout the country and powered by LPL Financial, member FINRA/SIPC. In his current role, Dan focuses on portfolio construction, tactical asset allocation, portfolio implementation, and on-going risk analysis for affluent clients and foundations. He also oversees the research and manager selection process between Stratos and its numerous affiliated investment management firms. Dan acts as a key resource to Stratos advisors' and their clients in the development of efficient, optimal, and risk-adjusted portfolios to meet their clients' objectives.
Prior to joining Stratos, Dan was a Portfolio Manager and Director at JPMorgan's Private Wealth Management Group. There he constructed and managed portfolios for ultra high-net worth clients and foundations. Prior to his tenure at JPMorgan, Dan was a Portfolio Manager at KeyBank in the same capacity.
Dan earned his M.B.A degree with concentrations in Finance and Statistics from the Johns Hopkins University in Baltimore, Maryland. He holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63 and 65 through LPL Financial.
Dan spends his personal time enjoying his family, traveling, and participating in outdoor activities. Dan sits on numerous charitable boards throughout the Cleveland area.
Job Titles:
- Assistant to Christian Zernich & Client Relationship Manager
Judi's role as Client Relationship Manager is critical to Executive Benefits Solutions' specialized markets of Executive Benefits Planning, Employee Benefits Pre - Funding and Institutional Investment Management.
Judi began her career in the financial services industry with Prudential Insurance more than 25 years ago. She held positions with Connecticut Mutual Life Insurance Company and Cigna Group Insurance before moving to Lincoln Financial Group 11 years. As New Business Director for Pittsburgh's Regional Planning Office, her value to the field office was apparent by being awarded the office's Most Valuable Staff Person of the Year Award multiple times. Upon Lincoln's company-wide restructuring, Judi joined Family Wealth Management Group as Client Relationship Manager to several of the group's planners.
While still at Lincoln, she joined Executive Benefits Solutions and moved with them in 2011 to Stratos Wealth Partners. Judi's extensive background in providing outstanding support in the financial services industry continues to impact and benefit the firm, and most importantly, the clients of Executive Benefits Solutions.
Judi resides with her husband, Tom, in Brentwood, PA.
Job Titles:
- Vice President of Operations
- V.P. of Operations for Executive Benefits Solutions
In 2011, Linda joined Stratos Wealth Partners as V.P. of Operations for Executive Benefits Solutions (EBS) having a long standing professional and personal relationship with the senior leadership team of Stratos and knowledgeable of their valuable resources and intellectual capital.
Linda brings all of her skills to her role as V.P. of Operations for EBS as evident by her tenure with Lincoln Financial Advisors. Linda joined Lincoln Financial Advisors in 1998 as the Regional Director of Operations and Marketing for the Pittsburgh Regional Planning Once and was later promoted to Senior Finance Manager for the Northeast Region. Linda joined Executive Benefits Solutions in 2005 as V.P. of Operations after Lincoln's company-wide restructuring.
Linda's affliation with Lincoln began after spending over 20 years in a successful career with Connecticut Mutual Life Insurance Company/Mass Mutual as Assistant Office Manager and Director of the Policyholder Service Department. She also supported the General Agency as Marketing Director and Technology Specialist.
Linda has spent much of her successful career providing personal coaching in market development to sales representatives in the financial services industry. Linda brings all of her skills to her role as V. P. of Operations for Executive Benefits Solutions. She oversees the daily operations for the firm as well as the development of marketing strategies, proposals, presentations and sales materials.
Linda and her husband, Mark, reside in Cranberry Township, PA.