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Ashton Thomas Securities, LLC

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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

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Zbynek K

Series 63, Series 66

New York, NY

Ashton Thomas Securities, LLC

Zbynek Kozelsky is a financial advisor at Ashton Thomas Securities, LLC with 23 years of industry experience. He has held positions at Arax Investment Partners and Deutsche Bank Securities Inc. Kozelsky is the managing member of DN Athletics, LLC, an apparel and retail business. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach utilizing mutual funds, ETFs, independent managers, and third-party models.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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