PostHeaderIcon Why Choose MZFG?

The Meert/Zoller Financial Group (MZFG) was formed in 2002. Since that time, MZFG has earned the trust and respect of hundreds of clients and put more than $15 million in assets under management.

Where the members of some firms emphazise sales and rapid transaction turnover, the MZFG partners, Jim Meert and Gary Zoller, prefer to invest their time in forging strong relationships with clients and honing their financial management skills.

Jim and Gary are seasoned professionals who know how to navigate the complex finance and insurance marketplaces. They have been active in the securities field since 2000. Jim has a broker/deal relationship with American Equity Investments Corporation. The state of Indiana recognizes MZFG as a registered investment advisor (RIA) and an Indiana Insurance Agency.

In short, Jim and Gary have the expertise, the energy, and the ethical commitment that you deserve from your financial advocates. As highly skilled investment planners, they know how to maximize results while minimizing risk. And as family men, they understand the importance of planning for the future while enjoying the present.

 

PostHeaderIcon Jim Meert

Jim became an entrepreneur at an early age. While earning his Bachelors degree in Business Management at Indiana Wesleyan University, Jim owned a small entertainment business and worked full-time as night manager of a local grocery store.

He began his post-college career an award-winning salesman for Lipton Tea, and later owned an acoustical ceiling business in Fort Wayne, Indiana. He has worked with Gary Zoller for more than ten years, building their financial planning practice in Auburn, IN. As a principal in mzTech, Jim focuses on interfacing with clients and ensuring superior customer service.

Jim is on the board of Junior Achievement in DeKalb County, and is very active as a volunteer with his church. For relaxation, Jim enjoys tennis, boating, and family time with his wife and two daughters.

 

PostHeaderIcon Gary Zoller

Gary has had significant success as a manager in large corporations, such as Do It Best and North American Van Lines; however, he prefers the challenges of building small companies. In addition to his thriving independent financial planning practice, he has helped grow such diverse businesses as a photography studio, a commercial real estate venture, and now two software development firms.

He is well known in his hometown of Auburn, Indiana, thanks to his commitment to community service. At present, Gary is a director (and past president) on the Board of the United Way of DeKalb County, IN. He is also past president of the Rotary Club of Auburn, District 6540, for which currently he serves as board member and tennis tournament chair.

Gary has a Bachelors degree in Organizational Leadership from Purdue University. He is an avid reader, a dedicated golfer, and is surprised by how much he enjoys being a grandfather of three: two boys and a girl. His faithful cocker spaniel, Snickerz, is the company mascot, and spends most workdays supervising things from his favorite spot near the window.