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Zach is a Wealth Manager and works closely with our Senior Wealth Managers in providing comprehensive wealth planning services for our clients. Zach develops financial plans and assists our team with implementing various planning strategies to help our clients achieve their financial goals. Zach is also a member of our Investment Committee and assists our portfolio management team with investment research.
Prior to joining PFA, Zach worked as a Financial Planning Associate with Northwestern Mutual. Zach received his Bachelor’s Degree in Finance from Maryville University. Zach is a CERTIFIED FINANCIAL PLANNER® (CFP®) and has also earned his Certified Private Wealth Advisor® (CPWA®) certification.