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320-632-4321

Zach Tabatt, CRPC®

Zach Tabatt, CRPC®

Financial Advisor

Zach focuses on using his detail-oriented personality and life experience to help clients build financial plans they can understand and follow.   

Zach earned a Bachelor of Arts degree summa cum laude from the University of Minnesota Duluth and a Master of Science degree from Creighton University. He holds the designation of Chartered Retirement Planning Counselor (CRPC®), earned through The College for Financial Planning.

His prior experience includes working for a Fortune 500 financial services firm in Minneapolis. Before entering the financial industry, Zach built a broad range of skills working with people as a city police officer in both the Des Moines, IA metro and the City of Saint Paul, MN.

Zach is a native Little Falls, MN.  He and his wife Jessica greatly appreciate the opportunity to come back home to central Minnesota.  The family also welcomed their daughter Andi into the family in 2016. They are looking forward to the adventure of raising her over the coming years.  Since moving back to the area, Zach has been involved with the Morrison County United Way, the Morrison County Animal Humane Society, and the Little Falls Lindbergh Lions.  Zach enjoys spending time with family, reading, hunting, fishing, and being outdoors in the lakes area.