Associate Wealth Advisor
Zach is an Associate Wealth Advisor who has worked with the firm since 2018. He completed a two-year rotational program cycling through investments, reporting, trading and advisory. He now works with our Senior Wealth Advisors in managing client portfolios and the overall client service experience. Zach earned a Bachelor of Science in Finance at Brigham Young University. Zach and his two kids live in American Fork, Utah. He spends most of his free time playing sports, doing anything he can outdoors, and having friends over for slightly competitive game nights.