Director of Investment Management
Helping clients achieve financial freedom is a primary reason Zack entered the financial industry in 2001. He believes reducing financial stress empowers one to live a more engaging life. To focus on what you do best in the world and live life to its fullest. Simplicity, patience, and compassion are practices behind his knowledge that you can dramatically and materially improve the lives of others, and the greater community, by removing financial concerns.
With over two decades of experience in asset management and financial planning, including extensive personal experience with income real estate ownership and private equity investing, Zack offers a broader than average experience foundation on which to advise clients.
Prior to merging with Three Bridges Planning in 2023, Zack began his independent career with his own firm Ceres Wealth in 2020, after nearly two decades with the large firms Edward Jones and Merrill Lynch. He is proud of his diverse professional and worldly experience, traveling to 30 countries, and having had the opportunity to live in Illinois, Wisconsin, and Colorado, before settling into life in Florida.
As a Florida transplant, Zack now enjoys all the outdoor activities with his family, paddleboarding, boating, hobby beekeeping, and occasional snowboarding out west. Being well traveled, and having lived in various places with diverse people, Zack excitedly brings a wealth of worldly experience to helping clients!