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Shober | Zelcer | Collins

Do you view money as a goal or a means?

At SZC Financial Planning and Management we recognize that your money is a reflection of your deeply-held philosophies. As fiduciary financial advisors we help our clients articulate their personal goals, remove the drags of financial inefficiency, and maximize all their financial resources – meaning, we help get you to your goals as quickly as possible.

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News

Susan Redding

Welcome
Sue Redding

Shober, Zelcer and Collins are thrilled to announce an addition to our team. Please join us in extending a warm welcome to Sue Redding, who joined us as our Office Manager.


Sue comes to us from the hospitality industry with a wealth of experience, demonstrating exceptional organizational skills and dedication to fostering a positive and efficient workplace environment.
Sue will play a pivotal role in ensuring the smooth operation of our daily activities, maintaining the high standards we uphold here at Shober, Zelcer and Collins financial. Sue’s expertise will undoubtedly contribute to our continued success.
Feel free to contact Sue to introduce yourself and share any onboarding advice, tips, and resources you may have to help with her new role.

The John Shober Memorial Golf Tournament to Support the Colorectal Cancer Alliance 2024

Thank you everyone for making the second annual John Shober Memorial event at the Blue Mash Golf Course, Laytonsville, MD this past October a great success. Together with the generosity of our participants and sponsors, we were able to raise over $10K for the Aquilino Cancer Center at Shady Grove Hospital.

If you are interested in participating in next year’s events, please mark your calendar for Monday,
September 16, 2024. 

Our golf event will be held at the Blue Mash Golf course, 5821 Olney Laytonsville
Road, Laytonsville, MD. 

Please contact either Dave Shober, [email protected] or Sue Redding,
[email protected] to be included in our invitation. Further information and a link for our event will be provided in the coming months.

David Shober

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We are pleased to be in partnership with Mid-Atlantic Federal Credit Union