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Shober | Zelcer | Collins

Do you view money as a goal or a means?

At SZC Financial Planning and Management we recognize that your money is a reflection of your deeply-held philosophies. As fiduciary financial advisors we help our clients articulate their personal goals, remove the drags of financial inefficiency, and maximize all their financial resources – meaning, we help get you to your goals as quickly as possible.

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News

Susan Redding

Welcome
Sue Redding

Shober, Zelcer and Collins are thrilled to announce an addition to our team. Please join us in extending a warm welcome to Sue Redding, who joined us as our Office Manager.


Sue comes to us from the hospitality industry with a wealth of experience, demonstrating exceptional organizational skills and dedication to fostering a positive and efficient workplace environment.
Sue will play a pivotal role in ensuring the smooth operation of our daily activities, maintaining the high standards we uphold here at Shober, Zelcer and Collins financial. Sue’s expertise will undoubtedly contribute to our continued success.
Feel free to contact Sue to introduce yourself and share any onboarding advice, tips, and resources you may have to help with her new role.

The John Shober Memorial Golf Tournament to benefit the Shady Grove Adventist Aquilino Cancer Center

Join us for a day of fun on the greens at our upcoming golf tournament on September 16th at Blue Mash Golf Course.  Whether you’re a seasoned pro or just starting out, this event promises to be enjoyable for all skill levels.  Registration is now open and spots are filling up quickly.  Sign up today using the following link  https://birdease.com/27325 to learn more about the day’s events and secure your spot and be part of this exciting event.

 

To make donating easier, we have included a QR Code that you can scan with your smartphone to be directed to our tournament webpage where you can make a donation to the tournament. All net proceeds go directly to The Shady Grove Adventist Aquillino Cancer Center. Every donation, no matter the size, makes a significant impact.

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We are pleased to be in partnership with Mid-Atlantic Federal Credit Union