540 Meadow Street, Suite 104, Agawam, MA 01001 • 413.372.5991
As independent financial professionals, we strive to develop, implement, and maintain a plan that targets your needs and goals as they change over time. Our goal is to select the best products for your circumstances and to propose cost-effective, tax-efficient solutions that meet your personal financial needs.
Trailhead Financial does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Jim Zien
CFP®
With a background in business and English from St. Francis Xavier University, Jim began his financial career in 1983 on the American Stock Exchange before transitioning to private client work, eventually founding Trailhead Financial LLC in 2018. With over 30 years of experience and as a CERTIFIED FINANCIAL PLANNER® professional, Jim provides personalized advice on everything from business planning to retirement strategies. He partners closely with clients through life’s major milestones, supported by Commonwealth Financial Network®, which shares his long-term vision. With a thoughtful succession plan in place, The advisors at Trailhead Financial are committed to serving both current and future generations with care and continuity.
Kate Zien Koplin
CFP®
Kate, Jim's daughter, graduated from Moravian College in 2014 with a BA in economics and has been working alongside her dad ever since. Her favorite part of being a financial advisor is working on big-picture financial plans, creating a clear, easy-to-follow guide to help clients pursue their goals. It's her top priority to ensure every client feels comfortable and confident through each step of the process. Kate lives in Somers, CT, with her husband, Todd, and their dog, Mannie. When she’s not working with clients, she enjoys hiking, gardening, and takes her Goodreads annual reading challenge very seriously.
Kate holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Plan Fiduciary Advisor® (CPFA®) designation, and is registered with Commonwealth Financial Network®.
Dennis Gero
In 1993, Dennis became a financial advisor and joined their practices with Jim in 2012. Dennis holds FINRA Series 7 and 66 securities registrations. He provides support for Jim and Kate on investment selection, portfolio design, monitoring the markets and the economy, trading, and other strategies and activities as needed.
We're a small practice by design, so we truly get to know our clients. When you reach out, we respond quickly with clear, thoughtful guidance. You can count on us for client-focused service and support when it matters most.
Jim Zien
President, Trailhead Financial
