Zach Waugh, AIF®
Financial Advisor
Financial Advisor | Parkland Securities / Agora Wealth Management
Zach brings a powerful combination of deep financial experience and personal commitment to every client relationship. A Colorado native, he earned his Bachelor of Science in Finance and Marketing from the University of Colorado at Colorado Springs, graduating Cum Laude. His professional journey began with a formative internship at Agora from 2003 to 2005, followed by a role at Modern Woodmen of America, where he quickly moved into a management track. In 2008, Zach not only returned to Agora Wealth Management but was genuinely excited to come back and see what they could build and turn it into—a dynamic, family-led firm aligned with his values.
With seventeen years of experience, Zach focuses on estate strategies, retirement income planning, tax-aware investment management, and comprehensive financial planning. He also has a growing focus on supporting individuals navigating significant life transitions, with a special niche in working with widowed and divorced clients—helping them regain clarity and confidence in their financial futures.
He holds Life and Health Insurance licenses along with FINRA Series 6, 7, 22, 63, and 65 registrations, as well as the Accredited Investment Fiduciary® (AIF®) designation—equipping him to deliver a wide range of strategies and product solutions tailored to each client’s unique goals.
Zach is proud to serve clients across Colorado, with a special focus on communities along the Western Slope, Southeastern Plains, and Front Range. From Carbondale, Glenwood Springs, and Grand Junction to Colorado Springs, and the full stretch of Highway 50, all the way to Lamar, Zach is deeply familiar with the financial priorities and economic realities of the region. Whether you're planning for retirement in the Roaring Fork Valley, managing a legacy in Colorado Springs, or rebuilding after a life change, Zach brings the same dedication and thoughtful planning approach.
Zach has a dedicated, sharp, and hardworking team who handle many service-related needs and day-to-day client support. Clients are encouraged to reach out to the team first for any service inquiries, ensuring prompt and efficient assistance.
When he's not working, Zach enjoys spending time with his beautiful family, reading and sharing the Word of God, providing biblical counseling, or being outdoors.