Our Team

Preston Zale, CFP® has more than 45 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. He is the current President of Seven Ponds Beekeeping Club and past President of the Birmingham chapter of Toastmasters International™ where he helped others develop their public speaking skills and refined his own. He is an educator at heart and loves educating our clients about the financial markets. He 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 eighteen grandchildren.

Andrew Zale, CFP® has been working in the Financial Services field for 22 years. He is responsible for ongoing monitoring of client financial plans, insurance strategies, and corporate services. He also manages the technology that we use to serve our clients. Andy places a high value on giving back to the community through his charitable work with local organizations such as Blessings in a Backpack, Love In the Name of Christ, and Six Rivers Land Conservancy. He is the Chairman of the Oakland Township Safety Paths and Trails Committee and a Trustee for Six Rivers LC.  He formerly served as Oakland Township Trustee, Chairman of the Parks Board, and on the Finance Committee for his church.

He enjoys spectating his children's sporting activities, photography, technology, and spending time outdoors. He and his wife Janice have four children.

Janice Zale began working with the Zale Group in 2016 and became a Financial Advisor in 2022. Janice loves helping clients pursue financial confidence and work toward their future goals. She is also actively involved in the community. She has previously served as her church’s Children’s Director managing over 30 volunteers serving over 100 children. Janice has also served as a member of her local Library Board. She currently serves as the Treasurer for the Orion Area Chamber of Commerce and on the Steering Committee for Blessings in a Backpack Lake Orion. In 2024 she successfully completed the requirements for the Accredited Asset Management Specialist (AAMS) certification. She enjoys spending time with her four children, her extended family, and her soccer family.

After working in healthcare financial planning for 10 years, Linda took time off to raise her two children. She has worked as an Administrative Assistant at LPL since 2017 and really enjoys working with clients. Linda loves traveling with her husband, gardening, and reading in her free time. She can frequently be found volunteering at her church at various youth education and family events and serving on a few committees.