Zach Goedde , CFP®

Zach is an Associate in the Louisville office and a member of the Wealth Management team, where he helps clients navigate complex financial decisions and work toward their long term financial goals with confidence.

He takes a holistic approach to financial planning, bringing together investments, corporate benefits, insurance planning, tax strategy, estate, and cash flow analysis into one cohesive strategy. His focus is on helping clients understand how each financial decision impacts the bigger picture, so their plan is aligned with what matters most to them, whether that’s preparing for retirement, managing growing income, or navigating major life transitions.

In his spare time, Zach enjoys spending time with family and friends, golfing, caddying, playing basketball, and watching sports.

Learn more about my practice.