ABOUT US
BUILDING STRONG,
LONG-TERM RELATIONSHIPS
Passionate, committed, and collaborative—that describes the ZEA Financial team. With decades of planning and investing experience, we are dedicated to providing a personal, values-oriented, and responsive approach to help you meet your lifetime financial goals.
Building strong, long-term relationships is at the core of everything we do. We are inspired and motivated by your goals as we work together to create customized wealth management strategies to make them possible.
Whether celebrating your achievements or guiding you through periods of uncertainty, we’ll be there every step of the way.
MEET OUR MANAGING PARTNERS
For over 30 years, our team of advisors has taken a relationship-driven approach to serving our clients. With years of experience, we pride ourselves on taking the time to fully understand your priorities so we can provide truly customized wealth management strategies.
KENNETH
BARON
CFP®, CFA, RICP®
Managing Partner, Financial Planner
As co-founder and Managing Partner at ZEA Financial, I focus on managing client relationships and investments. I specialize in working with business owners and professionals, providing in-depth financial planning, including tax, wealth, and protection planning.*
My goal is to help guide you on your path to financial success by incorporating strategies to help protect you against financial threats as you build wealth. To do this, I use an inclusive, holistic planning approach centered on your entire financial experience.
As a fee-based financial planner, I am a fiduciary and am committed to always doing what is in your best interest. My focus is comprehensive and process-oriented with an emphasis on building long-term relationships centered on ongoing advice and guidance.
Some interesting facts about me:
- If I could, I’d participate in the World Series of Non-Competitive Poker—and donate any winnings to a local charity
- Since 2021, I’ve lived in South Florida, where I coach my daughter’s flag football team—I’m also a dance dad
- I enjoy live music so much that I’ve been known to dance (well, maybe sway) in public
- I’m an avid boater—I spend most of my free time on the water
- I consider myself a beer connoisseur
For more about my credentials and background, visit my LinkedIn page.
*Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
RORY J. ZIPPER
Managing Partner, Financial Planner
My mission is to make a real difference for individuals and families by using a customized and comprehensive approach to financial planning that embraces everything you’re trying to achieve. That’s what led me to establish ZEA Financial in 2012.
As a fiduciary, I pride myself on taking a client-centered approach to financial planning, and every decision is guided by what is in your best interests. As someone inspired and motivated by my own family, I know the importance of taking a family-focused approach to financial planning that focuses on your lifestyle, values, goals, and loved ones. I also have a coaching and sports management background, so I understand teamwork and the need to be guided by what matters most.
A few interesting facts about me:
- I’m committed to mentoring the next generation of financial planners
- I live in Long Island, where I’m a strong advocate for my community, and I currently serve on the board of my homeowners’ association
- I coach a middle school basketball team at a private school
- I’ve been referred to as “The King of Useless Knowledge,” especially when it comes to movies and TV shows
- I will drive more than an hour for good Chinese food
- I firmly believe Ken is a beer snob
For more about my credentials and background, visit my LinkedIn page.
OUR TEAM
BAILEY MURRAY
EVAN ROGDAKIS, J.D.
JENNIFER MORGAN
ROBERT CAPRA, CFP®
Jessenia Soundias
YOUR FINANCIAL ROADMAP
STARTS HERE
Helping you take care of yourself and your family—that’s our priority. And it all begins with a conversation about your goals, your hopes, concerns, needs, and dreams.
Let’s get started.