Providing Advisory Services in All 50 States
The key to Zac’s practice is education. He helps clients achieve term financial, investment and retirement goals. As an independent financial advisor and fiduciary, he uses an array of investment strategies and develops financial plans that are in the best interest of my clients. Zac says, “I am driven and passionate about my craft. My clients are the reason I work hard every day.”
As a fiduciary, Zac offers fee-based advisory asset management services and fee-only consulting services for financial and retirement planning.
Zac has expertise in numerous areas of financial planning:
- Comprehensive Financial & Retirement Planning
- Investment Management
- Risk Management and Asset Allocation
- Tax Planning
- Educational Savings Planning
- Guaranteed Income Planning – Social Security & Pensions
- Cash Flow & Net Worth Analysis
- Group Retirement Plans: 401k, SIMPLE IRA, SEP IRA
- Basic Estate Planning
- Long-term Care Planning
Zac is engaged in several community programs including Jefferson City Young Professionals (YP), JC START and United Way of Central Missouri. He won the Jefferson City News Tribune’s “Best Financial Advisor” award, as voted by readers in 2021.
Zac started at Wallstreet Group as an intern while in college in 2012. He was invited back to continue his internship for three years. He graduated from Missouri State University with a dual major in Financial Planning and Insurance & Risk Management. After earning his insurance license and passing the Series 7 & 66 exams, he became a fully registered financial advisor in 2015.