Our Team

Our Team

team∙work, noun: Cooperative effort by the members of a group or team to achieve a common goal.

We couldn’t do it alone. Frankly, we wouldn’t want to.

Greg Zott

Founder/Owner

An Interview with Greg:

What do you love most about being part of GNZ Financial?
I am one of the fortunate people that really loves the work I do. Being able to help people and make a living at the same time is a dream come true. I feel blessed to have a role in people’s lives that helps them achieve financial goals and gives them peace of mind in their journey through life. It’s both humbling and rewarding.

What are you most passionate about professionally?
I’m passionate about many things…in my business, I always relate to how my Mom felt when my Dad passed away without a financial plan and she was lost thinking about the future. With the help of our family, she got through it, but I never want to forget how she felt at that time. I never want any of my clients to be in the situation she experienced. I’m dedicated to making sure they are on a financial path with direction and purpose.

Where can we find you when you’re not working?
My wife and I love to spend time with our five grown sons and our daughter-in-laws.  So you can usually find me grilling in the backyard for a family party or visiting them.

Tell us about your family:
My wife Therese and I have been married 38 years. It’s like fine wine; it gets better with age….my sons are spread out throughout the country. They are an eclectic bunch; a social worker, two computer geeks and two musicians. Therese and I are blessed with loving relationships with all of them. As a Dad, I am tremendously pleased that they are able to support themselves financially without my help. That’s something I see as a big issue with some of my friends and clients. And of course, I am now a proud Papa with my first grandchild this year. I’m looking forward to spoiling him.

What personal accomplishments are you most proud of?
Raising a family of five sons that have a great relationship with us and each other.

Do you have a favorite quote?
“Democracy is the worst form of government….except for all the rest”-Winston Churchill
“Good Planning leads to Prosperity”-Proverbs 21; 5

What’s the most influential book you’ve read…and why?
The Bible-Full of wisdom, inspiration and courage.
Shakespeare-His plays have stood the test of time.

What was the first concert you ever attended?
Crosby, Stills and Nash at college in the 1970’s

If you could have lunch with ANY person (dead or alive), who would it be and why?
George Washington or Abraham Lincoln. I love American history and these two Presidents are the most iconic and influential in the life of our nation. I’ve read their biographies and they are fascinating; I would love to ask them some questions.

Favorite Trip?
In 1996, Therese and I spent a week in Bermuda. It was absolutely beautiful. I even survived a crash with a rented motor scooter; how was I to know it would be so tricky driving on the other side of the street….

Mark Bernabei

Insurance Advisor

An Interview with Mark:

What do you love most about being part of GNZ Financial?
I love working for an Independent Financial Company. Being independent allows me to put my client’s needs first without worrying about pushing a product. Whether at seminars, or in the office, I get to help people understand and navigate through the potential pitfalls, myths and fallacies about the financial industry that will put them on a secure path to reach their financial goals.

What are you most passionate about professionally?
I have a few passions. I am passionate about building and nurturing relationships that will last. I am also passionate about teaching and helping people. At GNZ, I get to do both.

Where can we find you when you’re not working?
You can usually find me at home being silly with my three beautiful girls.

Tell us about your family:
I married my beautiful wife Alicia in 1998 and still can’t believe I got her to say yes. Since that time, we have been blessed with three terrific daughters and a lot of memories.

What personal accomplishments are you most proud of?
After almost 20 years of marriage, I can still make my wife laugh when she is not having a good day.

Do you have a favorite quote?
"…whatever is true, whatever is noble, whatever is right, whatever is pure, whatever is lovely, whatever is admirable--if anything is excellent or praiseworthy--think about such things”—Phillipians 4:8 NIV

What’s the most influential book you’ve read…and why?
I would probably have to say the Bible because it has guided me and provided much wisdom through many situations.

What was the first concert you ever attended?
B-52’s at Pine Knob…now DTE Music Theatre in Auburn Hills, Michigan.

If you could have lunch with ANY person (dead or alive), who would it be and why?
It would have to be my wife Alicia because she’s easy on the eyes and since she never finishes her meals, I have a snack for later.

Favorite Trip?
It would have to be backpacking throughout Europe on summer break during college. I learned more in those three months than I did in four years of college. I also learned that speedo’s are not a one size fits all.

 

 

Mark Bernabei is not affiliated with USA Financial Securities.

Greg Zott is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. GNZ Financial Services is not affiliated with USA Financial Securities.

Greg Zott is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ, FL, MI, NC, SC. For investment advisory services these states include: AZ, FL, MI, NC. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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