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Zack Lyman

Wealth Manager

Zach 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. Zach’s approach focuses on a thorough understanding of your circumstances to help achieve your goals.

Zach brings years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Zach was a tax attorney at a big four accounting firm

Zach earned a Bachelor of Science degree in Finance from Kansas State University and a Juris Doctor from the University of Kansas School of Law. Zach is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Zach and his wife, Amanda, enjoy traveling, reading, and spending time with friends and family. In his spare time, Zach can be found playing golf, tennis, and pickleball as well as cheering on the Wildcats, Royals, and Chiefs.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021