Meet Zach, Financial Advisor and Partner

Zach graduated from Gonzaga University with degrees in Marketing and Finance. While growing up, Zach heard stories from his grandfather about his work as an insurance agent, and other stories from his dad who was an investment manager. They both spoke financial “languages” but had completely different dialects. Recognizing the breadth of the financial vocabulary ultimately led to Zach’s passion for financial planning. He credits his family for this enthusiasm. Zach sees his time with clients as an opportunity to translate all of the different – and often confusing – information they’ve heard and provide clear guidance for each unique situation.

“I see financial planning as a way I can make a real difference in people’s lives.”

Zach enjoys working with people – his clients – who also appreciate that their financial decisions have an impact not just on themselves, but also on their families, charities and their own life legacy. Many of Zach’s clients have a strong desire to “make a difference”, and they rely on his financial expertise to magnify their philanthropic goals.

Zach is a former tennis player and coach, and now limits his court time to pickleball. Zach and his wife, Katie, share a shameless infatuation with their kids, Jasper, Jade, and Greta, and in their free time they enjoy volunteering with Young Life and their church’s children’s ministry.