Zach is an Advisor Trainee at Rosemeyer Management Group, dedicated to helping clients turn their financial goals into reality. In his role, he plays a part in crafting personalized wealth management strategies that seamlessly blend investment, risk, tax, and estate planning. With a passion for financial planning and serving others, Zach is focused on developing comprehensive plans that empower individuals and families to build lasting financial security and freedom, all tailored to their unique needs. He’s driven to bring clarity and confidence to each client’s retirement vision and is working towards earning his Certified Financial Planner (CFP) designation to increase his knowledge and credibility to work one on one with clients and families.

Originally from the small town of Evanston, Wyoming, Zach now calls Morrison, Illinois home, where he lives with his wife, Madison, and their energetic son, Levi, his future hunting buddy. When he’s not helping clients achieve their financial dreams, Zach is out enjoying the outdoors, whether it’s hunting, backpacking, or spending quality time with his family in Wyoming or Illinois.

Experience:

• Rosemeyer Management Advisor Trainee
• Optical Fiber Splicing/ Directional Driling

Education:

• Bachelors of Science, Finance- Western Governors University