Zach provides comprehensive wealth management strategies designed to help clients reach their financial goals. He employs a holistic wealth solutions approach by actively engaging in financial planning while continuing to monitor, review and adjust investment recommendations as needed.
Zach graduated from the University of Wisconsin-Milwaukee in 2006 with a degree in Finance. In 2014, he received his MBA from Cardinal Stritch University. He is a FINRA registered representative and holds Series 7 and 66 licenses, as well as Wisconsin health, life and variable annuities licenses. In 2020 he attained his CERTIFIED FINANCIAL PLANNER™ certification through Northwestern University.
With over 17 years of finance experience, Zach is committed to building and maintaining long-term client relationships. He is passionate about Baird’s values and commitment to provide the best financial advice and service to his clients.
While away from work, Zach enjoys outdoor activities, travel, cooking, sports and home-brewing. Residing in Mequon, he is a volunteer in community environmental clean-up activities and youth-sports coaching.