Zina Lauman is responsible for managing the HTK Internal Sales Support Team. In this role, Lauman and her team assist HTK financial professionals with questions relating to products and services offered through HTK. In addition, they provide one-on-one trainings and webinars on the various tools offered through the HTK Affiliation Program to help financial professionals manage and grow their businesses. She is also responsible for helping to support HTK’s growing investment advisory business through the HTK Advisory Series platform (powered by Envestnet) and SmartJourney (powered by Betterment for Advisors).
Lauman has over 30 years of experience in the financial services industry. She currently holds her FINRA Series 7 and 66 licenses. She graduated from Montclair State College with a bachelor’s degree in Finance.