Client Advisory

Biography

Zach is an associate in the Louisville office. He is a member of the wealth management team, providing comprehensive financial advice to clients. In this role, Zach utilizes financial planning software to achieve a holistic planning approach focusing on financial planning, investments, insurance, and taxes.

Prior to joining Cerity Partners, Zach was an operations intern at Old National Bank in Evansville, IN, and an operations intern at Franklin Bank & Trust in Bowling Green, KY, the Trust Department.

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

Education

  • B.S. in Finance with a focus in Personal Financial Planning from Western Kentucky University

Highlights

  • Series 65 License

Connect with Zach

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues