Senior Lead Planner
Zach is a CERTIFIED FINANCIAL PLANNER™ at Facet that specializes in comprehensive, goals-based financial planning. A social work major in college, Zach considers himself as much a financial advocate as a financial planner, and maintains this client advocacy in everything that he does. Zach’s ultimate goal is to coach his clients to consistently align their money with their values in order to live a more fulfilling life.
Prior to joining Facet, Zach spent 2 years as a Financial Planner with Buckingham Strategic Wealth in St. Louis, MO and 5 years as an Investment Consultant with OppenheimerFunds in Denver, CO. Zach has contributed to volunteer efforts with the Foundation for Financial Planning, CFP Board, Junior Achievement, Colorado Mountain Bike Association, and the Colorado Fourteeners Initiative.
Zach loves staying active, cheering on Chicago sports teams, traveling to new places, and spending quality time with friends and family. His twin brother Max works at Facet as well.
Education: Southern Illinois University (BS)
“All the best things in our lives provide benefits that compound. Our financial investments do that, and so do our personal and family investments. Generosity and service compound. So do healthy living and education. Love is the most powerful compounder of all.” - Bob Seawright
Get to know Zach
Mountain biking at Copper Mountain with Max
Arapahoe Basin, CO
White water rafting in Colorado
What was the best concert you ever attended?
Tie between Whiskey Myers & Koe Wetzel.
What are you passionate about?
The Chicago Bears.
What's the craziest thing you've ever done?
Moved from Denver, CO to Bourbonnais, IL.
What's the last book you read?
The Psychology of Money by Morgan Housel.