SZC Financial Planning & Management Joins Kestra Financial to Expand Wealth Management Services

Kestra Financial, a renowned wealth management platform, has recently welcomed SZC Financial Planning & Management (SZC Financial) to its growing advisor community.
Prioritizing Client Service
SZC Financial, based in Montgomery County, Maryland, has made a name for itself by focusing on delivering personalized, high-quality service to clients to help them reach their financial and life goals. Led by David Shober and Steve Collins, the firm consists of a dedicated team of five individuals who are committed to offering a white-glove experience that includes financial planning and advisory services. Currently managing over $200 million in assets, the SZC Financial team is dedicated to excellence in client care.
Continued Commitment to Quality
By becoming a part of Kestra Financial, SZC Financial aims to maintain its exceptional service standards while expanding its capabilities. The partnership with Kestra Financial aligns with SZC's vision of growing as a distinctive firm in the industry. David Shober, Financial Advisor and Founding Partner of SZC Financial, expressed his excitement about the synergies between the firms.
Shared Vision for Excellence
Daniel Schwamb, Executive Vice President and Head of Business Development at Kestra Financial, highlighted the strong alignment between the two companies in terms of service excellence. The collaboration is expected to create numerous opportunities for both firms, driving mutual growth and success.
About Kestra Financial
Kestra Financial, headquartered in Austin, Texas, is a leading independent wealth management platform that has been supporting independent financial advisors and wealth management firms since 1997. Offering tailored support, advanced technology solutions, and access to a collaborative community, Kestra Financial empowers financial professionals nationwide. The firm's commitment to exceptional service ensures that advisors can effectively serve their clients and achieve their business goals. For more information, visit [Kestra Financial's website](https://www.kestrafinancial.com/).