For several years, Zack worked with clients through a large nationwide brokerage firm. After some organizational changes, he was left wondering, “Is this the best there is?” With that in mind, he Joined Core Planning in late 2020. Zack is committed to being a true resource for his clients. He values transparency and expertise, and believes investment advice must be unbiased and given in the context of a person’s life.
Zack has earned a Bachelor’s degree in economics, as well as the Certified Investment Management Analyst (CIMA®) designation. He has extensive experience with investment management and financial planning, including topics such as insurance, tax management, and estate planning among others. He holds the Series 7 and Series 66 licenses.
Zack and his wife Terri have four children. They live in central Missouri near the Lake of the Ozarks. He loves to play the guitar, read, and take his family on trips across the state and country to try new things and see other people. He also spends part of his time as a tutor, working with up-and-coming professionals in the financial industry.
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