CFP®, ChFC®
Financial Advisor / Member Owner
If I can help someone feel more at ease about something that is typically a financial stress point, that frees them up to spend more time with their family or focus on their occupations. For professors and doctors, this additional time/energy can go a long way to helping even more people.
Zach has been involved in the financial services industry since 2013 and is part of Savant’s University Wealth Management team. Prior to joining Savant, he was a financial professional at Prudential.
Zach earned a bachelor of arts degree in business and economics from Ripon College. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® (ChFC®).
Zach enjoys spending time with his wife Courtney and son Cooper, playing golf and basketball, watching sports, playing with their Bichon Frise named Louis, and traveling to Door County in the summer.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.