The Challenge — Building a Scalable, Secure IT Foundation for a Trust-Based Business

How a Solo Founder Built Secure, Reliable IT for High-Trust Financial Services

As a solopreneur managing highly sensitive financial data for individuals and families, Jeremy Zizmor needed more than just IT support. He needed a reliable partner who understood financial services and could grow with his firm—while delivering both security and a personal touch.

Quote (Jeremy Zizmor, Founder):
“I needed to work with somebody who actually had a package that could support a solopreneur—with the idea that the team would grow and still stay small.”

The Results — Peace of Mind, Accountability, and Proactive Security

CMIT helped roll out monthly security hygiene tests, quarterly system reviews, and detailed reporting. The founder gains visibility into team support needs while the business stays protected and agile.

Quote:
“I like to know through reporting: What is the team reaching out to them for? What are we struggling with that we could potentially get better at?… because no system is foolproof.”

Empowering Local Businesses

Discover how CMIT Solutions, led by Scott D. Krentzman, delivers secure and scalable IT solutions tailored for solo and small financial firms. This downloadable case study explores how Assurance Family Partners built trust, implemented cybersecurity best practices, and gained peace of mind — all while preparing to grow in a digital world.