The Zale Group began as a result of the growing complexity in the Financial Services field. No single Financial Advisor can be an expert of every tool at his disposal while still delivering excellent service to his clients. Preston realized this early on and has been building his team since 2003. You need complementary team members with varying skills, and you need to work with experts in other fields to deliver high-quality, proven solutions.

Preston Zale, CFP®

Chief Executive Officer
Wealth Advisor 

Preston has more than 33 years of experience as a Financial Advisor and still works with clients he met from his first years in the business. He manages the stock and bond portfolios, annuity investing, and is the lead strategist for our asset allocation models. He is a CERTIFIED FINANCIAL PLANNER™ professional and oversees all of our clients’ financial plans.

I believe a long-term relationship with a trustworthy Advisor is vital to reach your financial goals. We can help you accomplish your dreams.

He is the current President of the Birmingham chapter of Toastmasters International™ where he helps others develop their public speaking skills and refines his own. He is an educator at heart and loves educating our clients about the financial markets. He is a member of the Teaching Team of his church and donates his time and money to serving others in the community.

Preston enjoys spending time with his family, entertaining guests at his residence, and traveling.  He lives in Oakland Township with his wife Karen. They have five children and eight grandchildren.

Andrew Zale

Chief Financial Officer
Wealth Advisor 

Andy has been working in the Financial Services field for 8 years.  He is responsible for ongoing monitoring of client accounts and portfolios, insurance strategies, and corporate services.  He also manages the technology that we use to serve our clients.

If I am an expert at anything, it is in finding the right specialist who can answer our clients’ questions and solve our clients’ financial issues

Andy places a high value on giving back to the community through his charitable work with local organizations such as Grace Centers of Hope (formerly the Pontiac Rescue Mission) and through activities supporting Dutton Farm, a charity dedicated to assisting individuals with physical, mental and emotional impairments.

He enjoys technology, classic automobiles, and spending time outdoors.  He and his wife Janice have two children.

Other Team Members

 

Your Accountant, Attorney, and Estate Planner

We do not offer tax or legal advice, but we will work with your current tax and legal experts to find the best solutions that will help you reach your goals. If you need an accountant or attorney, we can help you find one.

 

 

David Boekeloo, JD, MST, CFP®, CLU, ChFC

Manager, Insurance Consulting
LPL Insurance Associates

David has over 20 years experience providing advanced wealth and estate planning to high net worth clients and the businesses they control. For the last 12 years, he has worked in the insurance industry providing tax, legal, advanced case design and sales support to financial advisors for their most significant clients.

David has substantial experience and expertise of the advanced uses of life insurance in all aspects of estate, charitable, business, retirement, executive benefits and financial planning.

He has a Law Degree, Masters in Taxation, is a Certified Financial Planner™ professional and has received the Chartered Life Underwriter and Chartered Financial Consultant designations. He has a member of Association of Advanced Life Underwriters (AALU), and has been an active participant in American Council of Life Insurers (ACLI) Federal Tax Committee meetings. He has written articles that have been published in major tax journals and has spoken widely to legal, accounting, financial planning and insurance professional organizations

 

Timothy Rioux, CLU, ChFC, CFP®, CAP®, AEP®, MSFS

Senior Planning Consultant
LPL Financial Planning Group

Tim began his career in Financial Planning in 1986 and brought his wealth of experience to LPL Financial in April of 2007. As he describes it he really had “two careers” before he joined LPL Financial. The first 10 years he was a distinguished field representative for The Northwestern Mutual Financial Network. The next 13 years he supported high net worth estate planning in a variety of settings including major banks, brokerage firms, independent RIA’s, high volume trust and advisory practices, insurance broker/dealers, and even a law office.

He is a member of the Boston Estate Planning Council and was the youngest president ever elected by the N.H. Society of Financial Services Professionals. Along the way he earned the CLU, ChFC, CAP® (Certified Advisor in Philanthropy), RHU® (Registered Health Underwriter), and REBC® (Registered Employee Benefits Consultant) designations. He has FINRA securities registrations 7, 24, 53, 63 and 66 LPL Financial. He holds a Master of Science (MS) in Financial Services and is a CERTIFIED FINANCIAL PLANNER™ certificant.  He specializes in estate planning and other tax driven planning strategies and is an Accredited Estate Planner (AEP®)

Tim serves LPL Financial advisors from our Boston location.

Tim lives in New Hampshire with his wife Fayleen and their three children Graham (18), Madison (13), and Nathaniel (11). When Tim can get them away from their gameboys and iPods the family enjoys skiing, sports, scouting, movies and amusement parks. They are enthusiastic fans of the Boston Red Sox.

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