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Our Team

A financial partner who asks the right questions, listens, and works with you to help achieve your goals.

With over 55 years of combined financial industry experience, our team is committed to making financial planning approachable. We take your goals seriously—without taking ourselves too seriously. We're here to guide you in making informed decisions and working toward the outcomes you want.

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Dan Zech, CFP®, ChFC®, CEPA®

Owner, Financial Planner

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Brian Zech

Director of Business Development

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Catherine Toone, RFC®

Owner, Financial Planner

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Chris Ball, ChSNC®

Special Needs Financial Planning Consultant

Stalt Financial logo with bold F inside a blue circular arc, accompanied by company name and tagline 'Planning + Wealth Manag

Quirky Name, Serious Impact.

"Where did the name Stalt come from?"

It's a fantastic question with a meaningful answer.

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"Stalt" is derived from "Gestalt," a concept that means the whole is greater than the sum of its parts. This philosophy is central to our approach to financial planning. We believe that effective plans consider how all components work together to help achieve your unique objectives. It’s not just about individual products; it’s about creating a cohesive, integrated strategy.

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Additionally, Stalt stands for Short Term And Long Term. As we guide clients through financial planning, we recognize the importance of balancing immediate needs with future goals. A well-designed plan adapts as your life evolves, maintaining focus on your long-term objectives

Our Name
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