FINANCIAL ADVISOR, CWM and RJFS
Zach is a Financial Advisor with a knack for navigating complex business transitions, utilizing tools for business valuations, and crafting tailored financial plans for clients. With a family deeply rooted in entrepreneurship, Zach’s experience extends to success planning, mergers and acquisitions, and generational wealth transfer, ensuring businesses and financial legacies flourish. His commitment to strategic financial planning helps clients protect and grow their wealth.
Zach holds bachelor’s degrees in both finance and supply chain management from the University of Kansas as well as an MBA from Arizona State University. He competed on the track and cross country teams in his time at both universities, and continued to compete post collegiately with his best being 8th place at the USA Track and Field Championships. His passion for competitive running has instilled discipline, goal setting, and perseverance into his work as an advisor. Additionally, he finds balance and solace in the world of fishing, connecting with nature, and disconnecting from life’s demands.
Faith serves as a cornerstone of his life, guiding his principles and values, further enriching his approach to both personal and professional pursuits. As a family man, he is married to Rachael and is a proud parent of two beautiful daughters, Gemma and Edie, with a third baby girl soon to join their family. His overarching goal is to leave a lasting impact on the lives of those he serves, forging a legacy of financial well-being for generations.