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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jim Vanek

Retirement Planning Specialist

(248) 519-5533

james.vanek@equitable.com

James Vanek is a graduate of the University of Michigan, with a Bachelor's of Economics Degree. Intent on making a meaningful contribution, he left a successful career in the Information Technology sector to join his father, Tony Vanek...
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Lisa Zitzmann

Client Experience

(248) 884-4841

Lisa@VanekCapital.com

Our support staff is at your service. Lisa has been Jim’s assistant since 2016. She is a graduate of Oakland University with a BA in Journalism and Communications. Outside of the office, she coaches figure skating and enjoys gardening...
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