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, AAMS®

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

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

David Bell

Technology / Compliance Professional

Phone: (717) 545-5870 

Fax: (717) 545-5871 

E-mail: dbell@econwealth.com

 

Dave Bell, Technology and Compliance Professional - Joined EWM in September 2020.  His main role is to become the expert in all EWM software and hardware systems. Works closely with all teams to streamline and automate as many processes as possible. Develops cybersecurity protocols and monitors all cyber-processes. Implements technology processes to aid all areas and teams of EWM.

Karen Econ

Human Resources & Accounting Manager

Phone: (717) 545-5870 

Fax: (717) 545-5871 

E-mail: kecon@econwealth.com

 

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.

Jake Artz

Portfolio Analysis Associate

Phone: (717) 545-5870 

Fax: (717) 545-5871 

E-mail: jartz@econwealth.com

 

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

Portfolio Analysis Associate

Phone: (717) 545-5870 

Fax: (717) 545-5871 

E-mail: azimmerman@econwealth.com

 

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.

Our professional designations and what they mean:

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© 2020 by Econ Wealth Management

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