CFP®, ChFC®
Financial Advisor / Member Owner
If I can help someone feel more at ease about something that is typically a financial stress point, that frees them up to spend more time with their family or focus on their occupations. For professors and doctors, this additional time/energy can go a long way to helping even more people.
Zach is a financial advisor in Savant’s Middleton, WI office on the University Wealth Management team. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® (ChFC®), Zach is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Zach has been involved in the financial services industry since 2013. Prior to joining Savant, he was a financial professional at Prudential.
Zach earned a bachelor of arts degree in business and economics from Ripon (WI) College.
Zach enjoys spending time with his wife Courtney and son Cooper, playing golf and basketball, watching sports, playing with their Bichon Frise named Louis, and traveling to Door County in the summer.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.