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

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.
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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
