Zach has been in the financial services industry for almost 13 years. He started in investment operations at one of the nation’s largest brokerage firms. While trying to climb the corporate ladder, he discovered that he actually wanted to help people and work directly with them, rather than in the “back office”.
This led him to take an advisor role with another broker dealer in St. Louis. It did not take him long to determine that he did not want to be a salesman that focused on products. He wanted to be a specialist that focused on a process.
He began researching the industry a bit more and determined he would best be suited as a fiduciary advisor at a wealth management firm rather than a broker dealer. That ended up being the best decision he could have made. Since then he has been serving as a fiduciary advisor at wealth management firms and a Family Office. He has gathered perspectives on this industry from many different advisors and firms.
“I have worked with clients with a net worth of a hundred thousand dollars all the way up to 50 million. No matter what type of client I am working with, my goal is the same: to help them make decisions and plan for the future. Some of the tax and estate laws change as your net worth changes, but the principal is still the same, achieve financial independence. Most people think financial planning mainly covers investments and retirement. I tend to cast a wide net when speaking with clients and cover topics from investments, tax, estate planning, life insurance, buying cars and houses, making decisions on career changes or new business ventures. I think planning should include anything that has a dollar sign attached to it.”
Zach lives in Edwardsville and spends most of his time with his wife, Ashlee and their two children, Jack and Harper. He enjoys golfing, fishing, cooking, and believe it or not working in the yard!