“Worrying does not take away tomorrow’s problems. It takes away today’s peace.”
Zachary’s commitment to bettering his community has shaped both his character and approach to client service. As a retirement designer for WealthCare, he draws on these roots and values to help clients better prepare for life’s curveballs, tailoring each plan to reflect the care and attention they need.
Zachary’s journey in financial services started in banking, where he gained insight into the unique financial challenges people face. He pivoted to wealth management after realizing that’s where he could build long-term relationships and better help clients. Zachary earned a bachelor’s degree in financial planning from Missouri State University and an associate’s degree in business from Ozarks Technical Community College. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Series 66 license as well as life and health insurance licenses.
A fourth-generation Springfield native, Zachary enjoys spending time with his wife, Regan, and their three cats, Newman, Kiwi and Smokie. When he’s not at work, he can be found on a river with a fly rod or kayak, playing disc golf or skateboarding. He also volunteers as a financial mentor for 3rd Decade as well as a scholarship panelist for the CFP Board.