Preston Zale

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.