Zack is a technically savvy financial planner who offers exceptional, comprehensive service. He is skilled at providing sound advice with clear tactics and recommendations to optimize saving, giving, and paying. In just a few months working with Zack, he has navigated nuanced financial situations in taxes, real estate, inheritances, side hustle income, charitable giving, and account consolidation. Zack’s integrity and transparency go a long way in building trust with clients starting with the first meeting. If you are considering a financial planner for your personal finance needs, you should talk to Zack while he can still take on new clients… the spots will surely fill at some point soon!

My wife and I have been utilizing Zack’s services for almost two years now and could not recommend him more. His expertise and professional connections have helped our family not only save thousands in unnecessary costs but have helped put us in a position to launch our own business. Our dream of owning a business could not have been possible without the help of Zack and his services.

Zack has been an exceptional financial advisor, helping me successfully invest my money into various buckets and funds tailored to the goals of each account. He simplified complex concepts and provided an easy-to-understand document to track my personal balance sheet, keeping me on track to meet my financial goals. His expertise, professionalism, and personalized approach have given me confidence and peace of mind in managing my finances. I highly recommend Zack to anyone looking for trustworthy and effective financial guidance!

My husband and I met with Zack when we first got married and he provided exceptional clarity on merging our finances and setting a financial plan for our future. It was very apparent that Zack was knowledgeable about the market and different investment vehicles, and he made us feel comfortable throughout the entire process. I would highly recommend!

Zack has helped me make decisions related to my personal and business finances over the past several years. I have found that he always takes my priorities into account and clearly explains his rationale for the decisions he thinks I should make. Zack is a great financial planner and I would recommend him to many of my friends.

We started working with Zack about 5 years ago and were immediately impressed with his comprehensive knowledge of financial markets. My wife and I both work in finance and valued Zack’s fee-only approach, especially after seeing other advisors put their clients in high-fee, commission-based products throughout the years. Zack helped us create a simple, effective plan that allowed us to meet our required return without getting overwhelmed in the process. We also value Zack’s Christian approach with his practice. He helped us prioritize charitable giving in our plan, which was a goal we struggled to meet prior to working with him. He is a man of high character and I would recommend him to anyone looking for financial advice!

The services Zack provided our family will be paying dividends for years to come. I have a financial background and consider myself well-versed in many personal finance matters, but Zack gave excellent advice and brought very helpful ideas that were not on my radar. He was always prepared and our family is in a better financial position thanks to his services.

Zack is professional, patient, knowledgeable, and helpful. The financial planning expertise he shared with my husband and me gave us tremendous peace of mind about how we are currently handling our family’s finances and how we are planning for our family’s future.