Zack serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Zack brings more than 12 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Zack worked as an Investments Specialist with an asset manager in the Kansas City area, catering to institutional investors in the northeast.
Zack graduated with a Bachelor of Science degree in Economics from the University of Kansas. He also holds the Certified Investment Management Analyst® (CIMA®)designation as certified by the Investments and Wealth Institute.
Zack and his wife Abby have two children – Jameson and Carter – along with two dogs, Chole and Loki. They are active participants in the Leukemia & Lymphoma Society Light the Night. When not coaching soccer or running the kids to and from several other sporting activities, Zack likes to unwind by spending time with his family, being outdoors or taking on a DIY project.