In the News

David Zirko, CFP®, Named 2018 Assistant of the Year

Each year, Securities America recognizes the crucial contributions assistants make to their advisors’  businesses and their clients, by honoring an assistant who has exhibited exemplary ability and dedication. This year’s award was given to David Zirko, CFP® who works with Lisa Dickholtz, CFP® and president of Dickholtz Wealth Management in Northbrook, Illinois.

To qualify, assistants must be nominated by a Securities America advisor, have a minimum of two years’ experience in the financial services industry and, if securities licensed, have a clean compliance record. In their submission, advisors are asked to describe specific ways their assistant has gone above and beyond expectations to clients, advisors and the firm; demonstrated leadership abilities; and actively pursued personal and professional development.

Here are excerpts from the nomination Dickholtz submitted:

“David represents the many, many assistants out there, who like him, go above and beyond in so many ways day in and day out. He does whatever he can to help clients: carrying their bags, brushing snow off windshields, walking them through online access, sending them paperwork (sometimes more than once), re-checking their transaction processing and keeping them updated.

He truly does it all as my right-hand man, paraplanner, operations manager, client relationship manager, office and building manager, IT specialist, CE watchdog, payroll specialist and bookkeeper, web design and marketing manager, compliance officer, party planner, side walk shoveler and janitor.

On his own time, David studied and passed the CFP exam and the Series 7 Exam, both in record time.  He participates in NextGen Groups, both at SAI and FPA and enthusiastically attends conferences and training sessions in all areas of personal finance.  He is a recurring attendee of Assistant University and is now a participant in the Associate Advisor Coaching Program.

Taking our firm’s commitment to lifelong learning a step farther, David organized his own learning community of industry friends and peers, who teleconference once a quarter to share their experiences and what they are learning. David has also moved all of our operations online and continues to streamline them and improve our use of technology.

Besides David’s loyalty and commitment to our office, the thing I value above everything else about David, is that he recognizes what's most important, which is the difference we make for people.”