About our Firm

Here’s our story. We look forward to hearing yours.

Who We Are

Our firm’s mission is to provide insightful and timely financial planning and investment advice for clients of all ages and walks of life. Our emphasis includes retirement, investment, educational savings, legacy, insurance and tax-efficient strategies.


Carl W. Zeidler, CFP®, MSFS Director of Financial Planning & Investment Services, Founder (WSFG) 


Zach Gray, CRPC, LACP
Chief Retirement Strategist

Our Advisors


Wall Street team photo-12

Our Team


John Zeidler

Investment Adviser Representative

Lacy Barkley

Director of First Impressions

Cathy Lambeth

Director of Operations

Duke Smith

Investment Adviser Representative

Hilda Miranda

Director of Operations

Mary Smith

Director of First Impressions

Ciara Lindgren

Events Coordinator

John L Savarino

New Business Coordinator

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@wallstreetfinancialgroup.org or call us today!


*Ed Slott’s Elite IRA Advisor Group (“Ed Slott”) is a membership organization. Qualifying criteria includes payment of annual dues and attendance of workshops. Membership with Ed Slott in no way implies that Carl Zeidler is an IRA distribution expert. Ed Slott is not affiliated with Wall Street Financial Group.

Get Your Retirement Kit!

This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

Retirement Kit