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W W W. M A I N E B I Z . B I Z 19 JA N UA R Y 2 6 , 2 0 2 6 F O C U S W E A LT H M A N A G E M E N T / R E T I R E M E N T "I'm picking people who don't just fit our culture, but add to it," says Andreoli. "All of the partners here came up in the wirehouses" — large, national firms. "at's a hard place to develop a unique culture — it kind of is what it is. We thought there was a way to do this that was much more client-focused." To that end, particularly when hiring for the team directly working with clients, the firm has been looking outside the financial services industry for people who have customer service experience in other industries. "For example, we've hired people who have worked in the hospitality industry — people who have a genu- ine ability to serve clients." at's because the ins and outs of finance services can be taught and customer service is more of an innate talent, she says. "If people are excited about help- ing people, we're finding that's a really good fit." Values around family, integrity, compassion and well-being are as much about the team as the clients, she says. "We have a saying: You don't build a business, you build people and the people build the business. at's our north star — take care of everybody and it will all work out." Team-centric provisions include benefits from Day One, with 100% of the benefits paid by Great Diamond, along with unlimited paid vacations and the ability to work from home and self-manage schedules. "We need to find people who fit that culture," she says. "ose benefits are never changing. If people can't manage their lives, given all this free- dom, then they're not a good fit." More hiring is possible in 2026. "We're always looking for female advisors. Always," she says. Low client-to-advisor ratio Father-and-son Jack Zinn and Jack Zinn III launched Zinn Wealth Management in 2024 at 62 India St. in Portland's East End. Both were previously with another firm, where they had worked as a team and decided to break out on their own. e mission was to have greater control over the direction of their business. Since the launch, year-over-year revenue and assets under management C O N T I N U E D O N F O L L OW I N G PA G E » Find a credit union near you at mainecreditunions.org Your journey to financial freedom starts here. Maine Credit Unions are more than just a place to save, we're your trusted partner helping you manage your finances and assisting with your retirement planning. From tailored financial advice to flexible retirement accounts, our personalized services are designed to help you grow, protect, and enjoy your future. With lower fees, better rates, and expert guidance, Maine Credit Unions put your financial future and well-being first. P H O T O / T I M G R E E N WAY Jack Zinn and Jack Zinn III of Zinn Wealth Management say keeping a low client-to-advisor ratio allows them provide customized service. We believe that one advisor really cannot or should not have more than 100 or so relationships. — Jack Zinn Zinn Wealth Management

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