Our Only Interest Is Your Best Interest

David Zofness is the president and founder of RZA Wealth Management, an independent financial advisory firm providing customized wealth accumulation and retirement income strategies. His dedication to listening closely and truly getting to know clients are what keeps clients coming back to him. He sincerely cares about understanding their needs, goals and current level of knowledge before making recommendations. Because, as he puts it, “My client’s interests are my only interest!”

Influenced by his interest in economics and his love of helping others, David attended Oklahoma State University where he earned a degree in economics before going on to earn his Certificate of Personal Financial Planning, Chartered Life Underwriter® (CLU®) designation and Chartered Financial Consultant® (ChFC®) credentials from The American College.

He is driven by the desire to do the right thing for his clients, and his extensive education and passion for working with both individuals and businesses allows him to do so. David uses easy-to-understand language with clients, giving them the opportunity to really understand what they’re doing with their money, so they can be confident with their retirement futures.

Outside of work, David enjoys spending time with friends and family and doing anything that involves being outdoors.

Julie joined RZA Wealth Management in 2019 as Insurance and Annuity Manager. She attended Indiana University’s Kelley School of Business, and worked in both corporate and nonprofit settings as a meeting planner for eight years before taking time off the workforce to stay home with her four children.

As an investment adviser representative, Julie strives to provide exceptional client service, follows all regulatory requirements, and holds product expertise. Her main priority is to always work in the best interest of the client, giving clients confidence in her approach.

Julie thrives on planning and executing strategies that accomplish a common goal. She enjoys working with clients to map out their financial futures. She continues to learn from David’s 40-plus years of experience, and high level of dedication to his clients. Julie is excited to continue working with David to serve the best interests of their clients.

Outside of work, you’ll find Julie hanging out with her husband and four kids, usually at one of the kids’ practices or games.