History

The face behind finance.

Zahn Financial Services is a tight-knit group of friendly, money-minded folks with the knowledge to provide comprehensive financial planning services and the passion for helping people.

ZFS was started in 1985 by CPA Charlene Zahn, who, after gaining invaluable corporate tax experience at KPMG Peat Marwick, wanted closer, stronger relationships with her clients. ZFS launched with a focus on tax and accounting services but has evolved to include complete financial planning from investments to long-term care insurance. Using her deep knowledge of tax applications, today Charlene helps ZFS clients see the big picture when it comes to financial goal setting.

And if you don’t know longtime ZFS office coordinator and unofficial manager of first impressions, Connie Rhodes, you soon will. Connie is the “smile” who answers the phone, addresses even microscopic questions with gusto, schedules appointments, and generally puts you at ease in her own heartwarming way.

Fixed insurance products and services offered through CES Insurance Agency. Tax services offered by Zahn Financial Services are separate and unrelated to Commonwealth. Firm License Number: FRM.0012412. CPA License Number: 9113

Charlene Zahn