Why Zebra?
The zebra is one of the most distinctive creatures on earth, easily recognizable for its stripes and revered in mythology for its admirable human qualities.
Our approach to client service embodies these characteristics:
Balance.
The black and white stripes represent the importance of maintaining balance in our lives. At Zebra Financial, we create strategies balanced between your financial aspirations and your comfort level with investment risk.
Individuality.
No two zebras have the same stripe pattern. This makes each zebra a distinct individual. We see you as a distinct individual, too. We don’t try to fit you into a packaged solution. Your plan is as unique as you are.
Awareness.
Zebras are highly attuned to their surroundings, alert to any potential risk. Our constant attention to the markets will keep you current on developments and opportunities.
Community.
Zebras possess a deep sense of protecting their community, watching out for one another. We believe in the power of personal involvement to better our communities and the lives of our clients.
Founded on Three Guiding Principles. Focused on Your Individual Goals.
I. Building Trust & Community
- Personal connections & face-to-face accessibility.
- Firm belief in responsible citizenship & community service.
- Proven market experience & continued knowledge growth.
II. Integrated & Individualized Solutions
- Detailed evaluation of your financial plan.
- Simplifying complex market jargon.
- Informed advice on growth opportunities.
III. Proactive & Personal Partnerships
- Always available at your call, on your time.
- Constant communication & straight talk.
- Clear understanding & guidance on market trends.
Working Together. One-on-One. Step-by-Step
The most valuable resource a financial planner can provide is time. Time to listen. To get to know. To understand. For this reason, I maintain a small client list. People from all walks of life, all sharing the goal of a good life in retirement. I take time for each one, as much as they may need.
Engage
Our first meeting is a mutual discovery, where we’ll get to know one other and see if we can work together.
Gather
This a collaborative effort involving you and your family, where we ask questions to assess your resources and identify your goals.
Analyze
Taking what we’ve learned, we’ll conduct a data-driven review of your financial life and present a detailed analysis.
Design
Together, we’ll devise a realistic plan for achieving your priorities, one designed around the kind of investor you are.
Implementation
Acting as your fiduciary and with your approval, we put the plan into action and adjust as needed to keep it on track.
Monitor
Change happens, in the markets and in your life. We’re here to help you adapt and move forward.
Eric Zebrauskas
Owner & Wealth Manager, Zebra Financial
PH: 317-993-3538
E-mail: eric.zebrauskas@myifpadvisor.com
Career Path of a Different Stripe.
Eric has more than 20 years of experience as an investment manager, first gaining his unique insights on finance from the outside, as a Market Reporter for Chicago Board of Trade, then moving inside to become a Bond Trader specializing in 30-Year Treasuries. He holds Series 6, 7, 63 and 65 Licenses, and has also owned several small business service companies. His perspectives on finance and on business have given him a deep understanding of the impact economic realities have in our lives.
Education = Empowerment.
His passion for wealth management ultimately led him back to the profession, with a client-centric focus on education. He sees knowledge as empowering, enabling clients to make sound, informed decisions. What he enjoys most is the personal side of the business, getting to know his clients and understanding their needs.
Eric and his wife Jenniffer enjoy a wonderful life with five children and six grand-dogs. His love of sports and for teaching has also led him into youth sports, where he has coached more than 40 teams in different athletic activities. Currently, he is the head golf coach at a local middle school.
Holly Burman
Office Manager/Client Relationship Manager, Zebra Financial
PH: 317-993-3538
E-mail: holly.burman@myifpadvisor.com
Committed to Delivering a Memorable Client Experience.
With more than seven years in the financial services profession, Holly excels at daily operational execution, specializing in data management, scheduling and correspondence. Prior to joining Zebra, she worked as an educator and as a small business owner, where over the course of 20 years, she developed her superb people and managerial skills. Her diverse talents and expansive knowledge make her an invaluable asset to the firm.
Holly has a Bachelor’s Degree in Elementary Education, and an understanding of business from an owner’s point of view. Like Eric, she’s seen financial planning from both sides, and believes a personal relationship is key to a productive partnership.
In her free time, Holly enjoys spending time with her husband, Rob and two daughters.
Supported by IFP to Serve You Completely
Independent Financial Partners, (IFP), is a broker-dealer and registered investment advisor supporting a nationwide network of financial firms. They offer a full-service platform of technological, financial and legal resources, enabling us to provide each client with an array of options for achieving their individual financial goals.
Stripes May Look Good On You. Call Zebra Today for a Complimentary Consultation.
We’ll meet in the setting you’re most comfortable with, in person or virtually, at a time convenient for you.