“Everything should be made as simple as possible, but no simpler.” – Albert Einstein

 

Value statement

The Salzman-Zimmerman Group understands wealth management planning is not simple. It can be complex and even at times, intimidating. We take a complicated process and make it straightforward. We partner with individuals and families to develop a wealth management plan that can easily be implemented. Our client plan is well-defined, adaptable to change and is a guide in our decisions for every economic environment.

Dennis G. Salzman

First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

913-451-3551
913-451-3595

Dennis has helped clients achieve their financial goals since 1975. In 1988, he began working as a portfolio manager, before joining RBC Wealth Management in 1992 as a financial advisor. Utilizing his portfolio management background, Dennis joined RBC Wealth Management’s Portfolio Focus program, which enables him to perform a higher level of portfolio management for his clients. Dennis earned his Bachelor of Science degree in business administration with a concentration in finance from Colorado State University in 1972. Dennis’s area of focus for the team is the daily management of client portfolios. He is passionate about the markets and what makes them move.

“We always search for opportunities to improve and protect the investments of those we serve.”

Brian S. Zimmerman

First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

913-451-3531
913-451-3595

Brian began his career in the financial services industry after graduating from Kansas State University in 1989 with a Bachelor of Science degree in marketing. He joined RBC Wealth Management in 1996. In 2002, Brian and Dennis formed their partnership and in 2003 he became a part of RBC Wealth Management’s Portfolio Focus program. Brian is devoted to fully understanding your personal objectives and using this information to develop a custom-made wealth management plan for you.

“We are a client-first practice that starts by understanding your goals, then developing a plan that can be measured, monitored and evolve as we travel down life’s path.”

Jake B. Salzman, RICP®

Associate Vice President - Financial Advisor

913-451-3528
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913-451-3595

Jake has worked in the financial services industry since 2002. Prior to joining RBC Wealth Management in 2008, he worked in banking and consumer lending for a large credit union in Kansas City. He graduated from the University of Kansas with a Bachelor of Science degree in business administration in 2002. Jake joined the team in 2011. In 2016, Jake completed his first professional designation becoming a Retirement Income Certified Professional. He is dedicated to meeting the needs of high-net-worth households and providing sophisticated retirement income planning services.

“We are constantly learning, expanding our knowledge and expertise so we can best service our clients.”

LeaAnn Schulz

Registered Client Associate

913-451-3522

LeaAnn graduated from Wichita State University with a Bachelor’s Degree in Sports Business as well as a Master’s Degree in Sports Administration. While attending school, she found herself working in the banking industry which in turn led her to the financial service industry. LeaAnn entered the financial service industry in 2002 and joined RBC and the Salzman/Zimmerman group in May of 2018. LeaAnn prides herself on providing excellent customer service to every client.