Our Story

At Zenith Retirement, we take the idea of wealth management very personally because we consider our clients part of our family. We go beyond wealth management to wealth enhancement. Our comprehensive approach to planning, managing, preserving and strategically using assets helps individuals and families shape and mold the future they want to create.

We built Zenith to guide clients toward making even smarter decisions with their money in retirement.

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Robert Martin

Partner | Private Wealth Manager

Robert is a partner and comprehensive private wealth manager for ZENITH RETIREMENT.

After serving as a partner for Oxley Capital Management based in New Jersey, Robert realized that, instead of focusing on providing some services to most people, he wanted to specialize in providing comprehensive services to a small group of select families.

In that pursuit, Robert partnered with renowned Chris Sleight to create ZENITH RETIREMENT, a wealth management group based in Chapel Hill, North Carolina. Alongside managing assets for retired families, ZENITH provides in-house access to CFP® Professionals, CPAs, and attorneys to help meet the unique needs of each family in retirement.

Robert attended the American College of Financial Services to obtain his Chartered Financial Consultant® (ChFC®) professional designation. He is also a Certified Financial Fiduciary® (CFF®), has completed his coursework for the Accredited Tax Advisor® (ATA®) professional designation, and is a member of the Financial Planning Association® (FPA®). In 2021, he created the Retire Zenith™ Framework to help retired families create an amazing life of significance while improving the overall efficiency of their retirement plan.

Holli Martin

Advisory Services | Executive Administrator

Lee Laskody

Estate Planning Attorney | Professional Network

Aradhana Aggarwal

Tax Professional | Professional Network

Mr. Peanut Butter

Advisor Services | Emotional Support Executive

Back Office

Chris Sleight

Partner | Private Wealth Manager

Nick Gyezat, CFP®, CIMA®

Back-Office Managing Director | Financial Planning

David Berns

Financial Planning | Financial Planning Coordinator

Bonnie Anderson

Operations and Trading | Director of Operations

Ross Taylor

Operations and Trading | Head Trader | Senior Database Administrator

Bianca Sleight

Marketing and Events | Director of Marketing and Events

Reneé Sleight

Marketing and Events | Clients Relations Manager

Samantha Logsden

Operations and Trading | Relationship Manager

Savannah Sleight

Operations and Trading | Executive Assistant & Operational Support

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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