Financial Advisor / Communications Specialist
Born and raised in Colorado, Zach has a passion for achieving goals and coming up with ways to help others achieve theirs – a valuable asset! As our communications specialist, Zach is responsible for writing our radio scripts, handling a lot of our marketing material, and finding new and innovative ways to better serve and reach our clients. Zach also evaluates tools and strategies to prepare personalized, comprehensive retirement planning solutions for our clients in his advisory role.
Zach brings unique experiences and skill sets to our team. From spending time in the construction industry, managing content for 14 social media accounts during college, to completing an internship with The Walt Disney Company, he brings a lot knowledge and insight to the table. Zach holds a Colorado Life and Health Insurance License, as well as the Series 65 Securities License. Zach is also a member of the National Ethics Association.
Zach completed his Bachelor of Science in Business Administration from Colorado Christian University. During his time at school, he was a 4-year collegiate soccer player and served as the president for the Student-Athlete Advisory Committee. Zach enjoys staying active, listening to music, and watching movies – especially Star Wars! Zach also enjoys spending time with friends and family, as well as traveling whenever he gets the opportunity.