Zach serves as a wealth manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and financial needs. Zach practices in the areas of retirement planning, investment management, tax planning, estate planning, and risk management. His approach focuses on a thorough understanding of your circumstances to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, Zach managed the client advisory team at a multi-family office serving high net worth individuals and families, where he developed an in-depth knowledge of serving clients with comprehensive wealth management.
Zach earned a bachelor degree in business administration as well as a master degree in accounting from the University of Oklahoma. Zach is a Chartered Financial Analyst® (CFA®), a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) as designated by the Certified Financial Planner Board of Standards, and a Certified Public Accountant (CPA).
In his spare time, Zach enjoys running, traveling, and spending time with his wife Brittany, son Hawkins, and their family and friends.