Meet Our Team

RZ Wealth, led by Irvin Rosenzweig, is committed to helping clients prioritize and understand their needs to best guide them with insightful wealth management including financial, retirement, estate and education planning. RZ Wealth’s access and collaboration with teams of nationally-recognized professionals skilled in portfolio management, financial planning, legal and accounting knowledge delivers a unique and high-quality experience.

Sharon  Clifton

Sharon L. Clifton

Vice-President, Operations Manager

Samuel  P. Varano

Samuel P. Varano, CFP®, AIF®

Senior Financial Advisor

Colleen  McGeehan

Colleen McGeehan

Senior Client Relationship Manager, Systems Administrator

Mariana  Llamas

Mariana Llamas, AIF®

Client Experience Director

Nicole Campbell

Nicole Campbell

Client Satisfaction Specialist

James  Witner

James Witner

Associate Financial Advisor