Zack began his financial services career in 2001 after graduating from Northern Illinois University. He currently serves as the Director of Investment Management at Three Bridges Planning in our West Coast office located in Bradenton, Florida. Beyond the office, Zack is an avid traveler, and loves various outdoor activities, including paddleboarding and boating. Zack has more than two decades of experience in asset management and financial planning, including extensive personal experience with income real estate ownership and private equity investing. Prior to merging with Three Bridges Planning in 2023, Zack spent 18.5 years with Edward Jones and Merrill Lynch, before beginning his independent career with his own firm Ceres Wealth in 2020.