MEET THE TEAM

Steve Economopoulos, CFP®, ChFC®, CMT

Chief Investment Strategist, Managing Partner

Steve serves as Managing Principal of Econ Wealth Management. He is also the Chief Investment Strategist, head of the Investment Management team and lead manager for all portfolio strategies.

 

As the Chief Investment Strategist, Steve uses his years of experience as a Chartered Market Technician (CMT) and over 20 years in the financial industry to lead the firm’s research using a top-down/ bottom-up approach to determine the Macro, Asset, and Portfolio Strategy for the asset management team. This approach is instrumental in helping the Financial Planning team manage financial plans through active portfolio management.

 

As the lead manager for all porftolios, he uses technical analysis to analyze current holdings and find opportunities in equities to use in the firm’s  programs.  This analysis also directs the tactical overlay holdings. He focuses efforts on determining stocks with an appropriate risk to reward ratio that qualify as swing or position trades for the various portfolios. He provides chart analysis and technical studies in support of all purchase and sell decisions.

 

As Managing Principal, he oversees all the firm’s departments and operations. Outside the office Steve spends time with his wife Karen and their 4 daughters who are active in many activities!

 

How Steve can help you:

  • Analyzing investment portfolios relating to client objectives

  • Discussing current market action from a top down level

  • Detailing the bottom up investment selection process

  • Providing general investment management information and outlook

Brian Zellers

Director of Financial Planning

Phone: (717) 545-5870 
Fax: (717) 545-5871 
E-mail: bnzellers@econwealth.com

 

Brian joined the Econ Wealth Management team in 2019 as the Director of Financial Planning. As a former high school teacher, he enjoys presenting financial plans to clients and helping them to understand how their investments and their plan are mapped together. 

 

Outside of the office, you can find Brian coaching baseball for his son Brady and his daughter Kaylee's teams. He also enjoys traveling with his family, hunting with his children, and watching Kaylee and Brady play sports!

How Brian can help you: 

  • Schedule your appointments

  • Move Money

  • Update your Financial Plan

  • Provide you with information on the market

  • Update account information

Rachel Smoot, CFP®

Financial Planner

Phone: (717) 545-5870 
Fax: (717) 545-5871 
E-mail: rsmoot@econwealth.com

 

Rachel joined the Econ Wealth Management team in 2020 as our Financial Planner. She is a Certified Financial Planner and has spent the last seven years in the finance and insurance industry. 

 

Rachel moved to Pennsylvania from Baltimore, Maryland to join our team. She enjoys spending her time reading a good sci-fi book, camping with her husband and walking her dog. 

How Rachel can help you: 

  • Schedule your appointments

  • Move Money

  • Update your Financial Plan

  • Provide you with information on the market

  • Update account information

Laura Waller

Marketing / Client Services

Phone: (717) 545-5870 
Fax: (717) 545-5871 
E-mail: lwaller@econwealth.com

 

Laura joined the Econ Wealth Management team in 2019 as our Marketing guru. Laura received her Bachelors of Arts degree from Liberty University.  

 

She loves to spend her time playing sports, being outside and hanging out with her dogs. Laura is excited to work with the EWM team to keep our clients up to date through EWMTV. 

How Laura can help you: 

  • Schedule your appointments

  • Move Money

  • Update your Financial Plan

  • Provide you with information on the market

  • Update account information

Gabby Binando

Client Services

Phone: (717) 545-5870 
Fax: (717) 545-5871 
E-mail: gbinando@econwealth.com

 

Gabby joined the Econ Wealth Management team in 2020 as a client services & operations associate. She has her Bachelors degree in Psychology from Shippensburg University.

She loves to spend her time outside playing sports, and hiking with friends and family. Gabby is very excited to work with our EWM clients, and to provide them with the best possible service. 

How Gabby can help you: 

  • Schedule your appointments

  • Move Money

  • Update your Financial Plan

  • Provide you with information on the market

  • Update account information

Jake Artz

Intern

 

Jake recently graduated from Saint Joseph's University with a degree in Finance. He will be returning to Saint Joseph's in the fall to complete a Masters of Science in Financial Analysis and finish his final two years of baseball. 

 

He enjoys playing baseball for the SJU Hawks, and long tossing with Tony. If you need some manual labor done, Jake is the guy for the job!

Tony Zimmerman

Intern

 

Tony graduated from Fordham University's Gabelli School of Business in 2019 with a degree in finance. While attending Fordham, he was a member of the Division 1 baseball team which won the Atlantic-10 Conference his senior year, the program's first championship in 21 years!

 

Besides baseball, he enjoys spending time with his friends and family. During his off season Tony would like to travel more and master his golf swing.

Jen Murphy

Compliance Associate

Jen joined the Econ Wealth Management team in the Fall of 2019 as a Compliance Associate.  She received her accounting degree from LaSalle University and an MBA from University of Pittsburgh. Jen has worked in the accounting field for about 20 years ranging from auditor to financial analyst.  She enjoys the task of compliance as it relates to her prior experience in auditing and tries to promote the value in the processes rather than seeing it as a necessary evil.

When not working, Jen is typically at a field hockey, baseball or basketball game that one of her three kiddos are playing in or is taking them to/from practices with her husband.  She loves being at home with her family, running, a good cup of coffee and the first snow of the season.

Karen Econ

Human Resources & Accounting Manager

 

Karen has been with Econ Wealth Management for the past 14 years as Human Resource and Accounting Manager.  She has a Bachelors degree in Education from Shippensburg University.

 

Karen enjoys raising  four girls with Steve,  traveling, watching movies, reading and working out.  She also found a new interest in running their Air BnB, Small Town Sweets in Hummelstown.

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© 2020 by Econ Wealth Management

SECURITIES OFFERED THROUGH CHARLES SCHWAB & CO. MEMBER FINRA/SIPC