Zach's commitment to honesty, trust, and establishing meaningful relationships is at the forefront of his retirement planning business. Working off the values his family instilled in him, combined with his genuine nature; allows him to create distinct relationships with each one of his clients.
Before joining the experienced team at Gentian Financial, Zach's career started by working as financial advisor at Edward Jones, where he received quality, investment training in Phoenix, Arizona, and worked to build his own business in Marshfield, WI. During that period, he passed three exams to obtain his series 7, series 66, and insurance licenses. At the beginning of 2018, he also became a Chartered Retirement Planning Counselor. Receiving the CRPC designation combined with Chris & Ken's experience, has given him intricate knowledge about the holistic planning involved with retirement. We are also honored to mention, according to the Certified Financial Planning Board, only 4.86% of CFP's are under the age of 29. Zach may become part of that group, when he achieves his goal of becoming a CERTIFIED FINANCIAL PLANNER™ by the end of 2019.
He enjoyed his time assisting his clients in Marshfield; however, after being introduced to Gentian by a client of theirs (& family friend) he knew he needed to find out more. After meeting each member of the team and witnessing firsthand Gentians planning expertise and their level of service to clients, he knew he needed to be part of it. The move also brought him closer to his parents and hometown of Brandon, WI.
"My passion is to live vicariously through others, listen to their stories, learn from them, and accommodate their financial plan to help them achieve the life they desire." Said Zach.
Zach graduated from Ripon College in 2015 with a double major in both Business Management and Exercise Science. In addition to academics, Zach continues to enhance his education through the Academy for Preferred Financial Advisors and Empowered Wealth Ambassadors. His interests in life include, exercising, basketball, baseball, football, golf, volunteering, and striving to be a lifelong learner.
Raymond James is not affiliated with any organizations mentioned.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.