Zach Waugh, AIF®
Zach brings intensive education and focused financial services experience to every client interaction. As a Colorado Springs native, Zach attended the University of Colorado at Colorado Springs, graduating Cum Laude with a BS in finance and marketing. After interning at Agora from 2003-2005, he began working for a fraternal life insurance company, Modern Woodmen of America, moving onto the management track. Seeking increased opportunity, and drawn by the pull of a dynamic family business, he joined Parkland Securites/Agora Wealth Management in 2008.
Zach brings experience in federal benefits, estate, retirement and tax planning as well as investment management. He is constantly looking for ways to add value and knowledge for his clients. In keeping with one of his favorite William Emery quotes – that every mind was made for growth – he relishes the creative planning process and ongoing learning that are part and parcel with his profession.
Zach has obtained his Life, Health, Series 6, Series, 7, Series 22, Series 63, Series 65 and Accredited Investment Fiduciary certification, providing a wealth of category and product options for his clients. Beyond the product offerings, Zach believes the Agora team, with its collaborative style, creative strategizing, consensus on investments and multiple advisor management that sets their practice apart from others.
When he’s not working, you can find Zach remodeling his home or enjoying time with his wife, Rebekah, and four daughters; Penelope, Adelynn, Cheslee & Camilla.