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Our Team

Katz Zlotnick & Associates

Financial Consultants to Businesses

A Team Approach that is Client Centered

Think of the skilled teamwork needed to sail across the ocean. At Katz Zlotnick & Associates our team of skilled and dedicated professionals sole commitment is to our clients. For over 30 years we have delivered an uncompromising level of personal service, problem solving and accountability and have chartered successful courses to help individuals and businesses achieve their goals

Each of our associates has extensive professional experience and qualified representatives are licensed to sell a variety of investment and insurance products.

Daniel Zlotnick

Cindy Scheffler

Karen Farkas

Renee Siegel

Jan Abbatiello

Winnie Quinones

Debbie Barsa

Laura Farmand

Michele Seigal

Chris DiBenedetto

Michele VanTuyl

Marc S. Clar, MAAA, EA

Joseph W. Duda, FSA,FCA, EA, MAAA

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. NFP Securities, Inc. is not affiliated with Katz Zlotnick & Associates. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.