Zach has a broad range of education and experience that he leverages to help his clients build realistic financial plans. He holds a bachelor's degree from the University of Minnesota- Duluth and a master's degree from Creighton University. He also holds the designation of Chartered Retirement Planning Counselor (CRPC®).
Because of his background, Zach believes in evidence-based decision making. Therefore, he has chosen an evidence-based approach to investing that allows him and his clients to focus on what is most important to them.
Is your portfolio built on gimmicks from conventional money managers or is it built on decades of academic research?
Zach utilizes the Design, Build, Protect financial planning process. He focuses on designing a plan based on your real-life goals and dreams. The supporting portfolio is built using science-based investments backed by insights from academic research and 11 Nobel Prize winners. Your plan is protected by working together through life changes and market swings.
Watch this 3 minute video for a good idea of how Zach works with clients:
If you have at least $100,000 to invest and you want to invest based on research instead of marketing gimmicks, call or email Zach today to schedule a free, no-obligation Portfolio Gap Analysis and consultation. He works with successful and busy clients so he is available to meet evenings, weekends, and at a location convenient to you.
Below is a photo of what is most important to Zach- his family, wife Jessica and daughter Andina. He has another daughter due to arrive in 2018! The puppies, Bella and Winnie didn't make the cut for this photo, but they are pretty important too.