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Meet Zach


Associate Wealth Advisor Zach has a passion to help others. He grew up with a father in the financial services industry, and now recognizes how advantageous that was in forming his opinion on how to handle his own finances. He is happy to work with a team focused on helping clients find their freedom.

A graduate of the University of Northern Iowa with a degree in accounting, Zach went on to earn a master’s degree in accounting and data analytics from the University of Missouri. Zach is a CPA and member of both the Iowa Society of CPAs and the American Institute of CPAs.

Outside of work, Zach enjoys spending time with his wife, attending country music concerts, trying new restaurants and taking their dog, Chief, to the park. They also enjoy traveling and spending time with their families.