Zack has been working in financial services since 1998. He applies his hands-on experience with budgeting, cash-flow analysis, estate planning, trust settlement, investment portfolio management and insurance planning to each client’s unique situation.

Zack takes pride in being a trusted advisor. He will listen carefully, in coordination with CPAs and attorneys, to build an effective and tax efficient financial plan. Zack will create a detailed plan clients have confidence in so it is easier for them to make decisions, take action and achieve goals.

Outside of his professional life, Zack enjoys spending time with his family. He enjoys hiking, camping, fishing, supporting youth through Scouting and coaching his son’s high school mountain bike racing team.