Zach advises business owners and high net worth families on the growth and preservation of their wealth. Working as a specialist in this area for over two decades, Zach has helped hundreds of business owners and families with values ranging from $5 million to over $100 million make critical decisions involving their current assets and financial future.

In his previous employment, Zach led a team of planning professionals, attorneys and certified public accountants as a Director of Wealth Advisory for the J.P. Morgan Private Bank. He is experienced in the development of comprehensive wealth management solutions through a disciplined investment approach, estate planning strategies, and tailored liability management solutions. His primary focus is on advising business owners as to the structure and execution of transition plans, and high net worth families through the important process of wealth transfer and generational planning.

A valuable resource for the media, Zach has been quoted in national financial publications such as the Wall Street Journal and Dow Jones News Wire regarding tax-efficient strategies, wealth transfer planning and executive compensation. Zach is a graduate of The American College with a Master of Science degree in Financial Planning with a concentration in income and estate taxation. He is a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planning Board of Standards.

An active member of the community, Zach has previously served as an executive committee member on the board for Junior Achievement of the Bluegrass and on the board for Woodford Christian Schools. He and his wife, Christy reside in Woodford county with their two children and playful German Shepard.

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