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Who We Are

As fiducaries, we always work with our clients best interests in mind.

Phase Line Financial is a Fee-Based Investment Advisory Firm dedicated to serving our clients at the highest level, while simultaneously reducing fees so retirement money goes further

Meet Our Team

Zack Seidman, MBA

Founder, CEO & Financial Planner

Mark Stollins

Investment Analyst

Aaron Cirksena

Strategic Partner

Jerry Wilcox

Insurance Specialist

Jason Hollis

CPA & Tax Planner

Marc MacKenzie

Estate Planning Attorney

Our Values

Welcome to Phase Line Financial, where our commitment to your financial well-being is built on the foundation of Transparency, Integrity, and Balance. At Phase Line Financial, we understand that trust is paramount in financial partnerships, and our values underscore our dedication to providing you with the highest level of service and expertise.

Transparency: We believe in open and honest communication. At Phase Line Financial, transparency means providing you with a clear understanding of your financial strategies, investments, and potential outcomes. We want you to feel confident and informed about every aspect of your financial journey.

Integrity: Our team of financial advisors upholds the highest standards of integrity. We prioritize your best interests and adhere to ethical practices, ensuring that our recommendations are aligned with your goals. Our commitment to integrity is unwavering, building a foundation of trust that lasts a lifetime.

Balance: Life is a delicate balance of responsibilities, aspirations, and financial considerations. At Phase Line Financial, we strive to achieve a harmonious balance in your financial plan. Whether it’s balancing risk and reward in investments or finding equilibrium between short-term and long-term goals, our advisors work to create a financial strategy that aligns with the various facets of your life.

Phase Line Financial is more than just a financial advisor – we are your dedicated partner in achieving financial success with transparency, integrity, and balance. Let us guide you on a journey where your financial goals and values come together seamlessly. Your peace of mind is our priority.

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