Partnership Solutions
Who We Are
At Partnership Solutions, we bring together a team of experienced professionals with backgrounds in financial planning, tax strategy, life insurance, annuities, marketing, business development, and client relations. Led by founder Greg Zastrow, our team is built to help CPAs, financial advisors, and tax professionals uncover opportunities, solve complex planning challenges, and grow their practices.
We work alongside our partners by providing advanced case design, client acquisition support, revenue-sharing opportunities, and access to specialized planning strategies. Whether the need involves tax-efficient wealth transfer, Roth conversion planning, life insurance solutions, or retirement income strategies, our team offers the expertise and resources to help move opportunities forward.
What sets us apart is our collaborative approach. When you work with Partnership Solutions, you gain access to a group of professionals who are responsive, experienced, and committed to helping you deliver meaningful value to your clients while building long-term growth for your practice.
Partnership Solutions Team
Our team works closely with CPAs, financial advisors, and tax professionals to help them better serve their clients and grow their practices. We assist with advanced case design, client acquisition strategies, and revenue-sharing opportunities, while providing support in life insurance, annuities, portfolio development, sales, and marketing.
Whether it's helping structure a complex case, identifying planning opportunities, or providing product and marketing support, we aim to be a reliable resource for our partners. Our goal is to make it easier for professionals to deliver value to their clients while creating opportunities for long-term growth.
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Greg Zastrow
Founder of Partnership Solutions
(920) 377-6655 I ghzastrow@partnershipsolutionsllc.com
Greg Zastrow is a Financial Representative with Lakeshore Financial Group, bringing over 30 years of experience in the financial services industry. He holds the LUTCF designation and has qualified for the Million Dollar Round Table (MDRT), including Top of the Table honors. Greg is also a two-time National Producer of the Year with Bankers Life and has received national recognition with MetLife and Bankers Life.
He works with business owners, retirees, and professionals while mentoring financial and tax advisors nationwide. Greg specializes in advanced market life insurance strategies for high-net-worth clients, providing solutions for wealth preservation, tax efficiency, estate planning, and legacy planning. His deep expertise and genuine care set him apart in the industry.
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Ally Zastrow
Client Services Manager
(720) 229-7551 I (708) 571-5797 I ally@partnershipsolutionsllc.com
Manages all communications and scheduling, keeping the team organized and ensuring every client interaction is smooth and efficient. She proactively coordinates internal workflows, anticipates team needs, and maintains clear, consistent communication that supports a high standard of service.
Strategic Leadership
Mike Kresl, CPA brings trusted financial expertise and strategic insight to our leadership team. His experience and credentials strengthen the foundation of our organization, providing clarity, accuracy, and confidence in the financial guidance we offer. Mike plays a vital role in ensuring our partners and clients have the sound accounting perspective and professional oversight needed to make informed decisions and build sustainable success.
Michael Kresl
CPA, MBA
(800) 356- 4189 ext. 2221 I Kresl_Michael@nigroupmail.com
Mike has been in the financial services profession for almost 40 years serving in a number of roles including as a CPA in private practice & CPE provider, Trust Administrator, Investment Advisor & as a Marketing Director for Insurance Companies. Mike holds the CPA Credential (WI) along with FINRA Series 6 and 65 Licenses, and he currently works with financial professionals including CPAs in developing profit centers and working with
"High Net Worth" (HNW) clients in the "advanced insurance markets" and tax planning capacity.
Michael Kresl is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc. (ESI), Member FINRA/SIPC, 1 N. Franklin St., Suite 3450, Chicago, IL 60606, 312-236-2500. Partnership Solutions is independent of ESI. Tax advice is offered independently of Equity Services, Inc. TC8838061(0426)3
Felicia J. Starks
Director of Client Relations & Financial Wellness – Southeast Division
Felicia joined Partnership Solutions in 2026, bringing years of specialized experience in financial planning and insurance to the team. With a deep commitment to helping families navigate comprehensive retirement planning, her core focus lies in expanding outreach and forging strong, strategic connections with both clients and financial advisors across the industry.
Her approach to relationship-building is backed by sharp entrepreneurial acumen, having successfully launched and scaled her own wellness business in 2021. Leveraging an extensive background in digital marketing and content creation, Felicia crafts compelling, targeted messaging that resonates throughout the financial space. Her unique blend of industry knowledge and modern outreach strategy ensures our firm consistently engages and grows its audience while keeping client well-being at the forefront.
Nick Johnson
Director of Roth Conversion Strategies & Marketing
(800) 356- 4189 ext. 2221 I nick@ecamarketing.com
Nick Johnson helps individuals and families optimize Roth conversions, maximize tax-free growth, and build smart retirement income strategies. With five years in financial services and an economics background, he simplifies complex concepts and delivers personalized plans that align with each client’s long-term goals, while driving strategic marketing initiatives to expand retirement solutions.
Team Specialization
Our specialized team brings focused expertise across sales, marketing, annuities, and life insurance strategies. Each professional plays a distinct role in supporting growth, product positioning, and advanced planning solutions—ensuring our partners have knowledgeable guidance and responsive support in every area of their practice.
Jerry Monyok
Senior Vice President, Strategic Partnerships & Business Development
(800) 356- 4189 ext. 2229 I jerry@ecamarketing.com
Jerry Monyok drives sales and marketing strategy with a focus on agency transitions, business continuity planning, and acquisitions. Leveraging years of industry experience and strategic insight, he helps advisors navigate complex changes while creating growth opportunities. He’s known for turning innovative ideas into practical results that ensure both professional success and smooth organizational transitions.
Matt is an Annuity Consultant who helps financial advisors design solutions that meet clients’ retirement income, protection, and accumulation goals.
With access to 80+ carriers, he provides independent guidance, case support, and product comparisons, partnering with advisors to simplify selection, enhance presentations, and improve placement outcomes.
Shane Vendel specializes in life insurance strategies that help clients protect their families, build wealth, and reach long-term goals. He provides life and long-term care case design, underwriting support, and training in estate, business, and income planning using life insurance.
As a premium finance specialist, he delivers advanced, practical solutions for confident decision-making.