Disciplined Financial Services, Inc.: Financial advisor furthers community support and helps set world record

For more information, contact:
Cris Adams
Disciplined Financial Services, Inc.
(262) 784-6650

Zilvetti and his family joined Milwaukee area youth in the Great America Scores Soccer Dribble to set World Record

BROOKFIELD, Wis.– Disciplined Financial Services, Inc. (DFSI) today announced that Adrian Zilvetti, on September 29th, 2012, helped break the Guinness World Record for simultaneous soccer dribblers. Serving as one of the 2,149 participants in cities across the country, Zilvetti assisted in defeating the previous record of 2,068. Over 300 dribblers at the Milwaukee event contributed to that number.

Milwaukee was one of 10 America SCORES affiliate cities where groups all simultaneously dribbled soccer balls in a national team effort to break the Guinness World Record for the most people dribbling a soccer ball at the same time. This event benefitted America SCORES at-risk, urban youth by supporting their efforts to provide after-school soccer, literacy, and service learning programming.

Zilvetti has a financial planning and investment management practice and received recognition last year being named “Five Star: Best in Client Satisfaction Wealth Manager” by Milwaukee Magazine*.

“We have strong commitment to our clients and community and Adrian has been instrumental in ensuring we honor that commitment”, stated Cris Adams, Director of Client Relations.

“I believe Winston Churchill said it best… ‘We make a living by what we do, but we make a life by what we give’”, Zilvetti said. “2012 marks the 10th year my family has lived in the Milwaukee area. I am proud to call this city home and to commemorate this milestone anniversary my family has pledged to further our community involvement.”

Zilvetti’s charity work is what separates him from other financial advisors; his devotion and passion for worthy causes that involves his time and energy is unparalleled among his profession. Gene Szaj, Principal explained, “Giving back to communities where our advisors and clients live and work has always been at the core of DFSI’s culture”.

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Disciplined Financial Services, Inc. (DFSI) provides financial solutions and investment services to individuals, families, corporations and non-profit organizations. DFSI helps clients define, build and sustain their financial independence. DFSI is dedicated to achieving the highest level of trust and integrity for its clients while providing customized, personalized service. Headquartered in Brookfield, Wisconsin, DFSI’s consulting staff has decades of combined experience in the financial services industry. http://www.disciplinedfinacial.com

*The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR: Best in Client Satisfaction Wealth Managers. The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation. The FIVE STAR Award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or the magazine. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Crescendo in the future. The research process for the FIVE STAR: Best in Client Satisfaction Wealth Manager Program, managed by Quantitative Market Intelligence (QMI), incorporates a statistically valid sample in order to identify the wealth managers in the local market that score highest in client satisfaction. QMI does not include wealth managers on the list unless their score is statistically valid. The final list represents less than 7% of the wealth managers in the local market. For more information on the FIVE STAR Award and the research/selection methodology, go to:fivestarprofessional.com/wmresearch

Nations Financial Group, Inc., Disciplined Financial Services, Inc. and Disciplined Investor Group, Inc. are not affiliated with the FIVE STAR Award program or Crescendo Business Services.