Team brings $200 million in AUM to the Kestra platform

Kestra Financial, an industry-leading wealth management platform, today announced the onboarding of SZC Financial Planning & Management (SZC Financial), a firm dedicated to providing personalized, high-touch service.

Since its inception in Montgomery County, Maryland, SZC Financial has prioritized serving clients and helping them achieve their financial, business and life goals. Led by David Shober and Steve Collins, the firm is composed of a five-person team that works tirelessly to provide a white-glove experience for their clients, which includes financial planning and advisory services. The SZC Financial team currently oversees over $200 million in assets under management.

By joining Kestra Financial, SZC Financial aims to continue providing the high-quality service its clients are accustomed to while continuing to grow and scale its offerings. Kestra Financial is committed to supporting the company’s vision of becoming a legacy firm.

"The personalized support and comprehensive offerings that the Kestra Financial ecosystem provides – while allowing us to maintain our autonomy – is exactly what we’re looking for in a partner firm,” said David Shober, Financial Advisor and Founding Partner of SZC Financial. “The fact that we can choose how we operate our firm, instead of being told how we should, is refreshing. And as an organization committed to providing tailored and diverse offerings to our clients, we’re excited to join a firm that aligns with our unique approach to delivering high-caliber service.”

“Alignment between SZC Financial and Kestra Financial on a high standard of service was immediately obvious,” said Daniel Schwamb, Executive Vice President and Head of Business Development at Kestra Financial. “SZC’s core values fit seamlessly into Kestra’s community of financial professionals, so we knew the firm would be a fit right away. We’re looking forward to the opportunities this partnership will produce for the firm and for Kestra.”

About Kestra Financial

Kestra Financial is a leading independent wealth management platform headquartered in Austin, Texas. A division of Kestra Holdings established in 1997, the firm empowers independent financial advisors and wealth management firms by offering personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals. Kestra Financial supports independent financial professionals from across the country and is committed to delivering superior service to enable their growth, success, and ability to best support their own clients.

The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.

For more information, visit https://www.kestrafinancial.com/

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