The newest member of Agora Wealth Management, Zach brings intensive education and focused financial services experience to every client interaction. Born and reared in Colorado Springs, Zach attended UCCS, 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 Sammons Securities/Agora Wealth Management in 2008.
Zach brings experience in estate and tax planning and investment management – and a balance of optimism and drive to his work. He appreciates working in a business which leaves clients better off, with more opportunity and a brighter outlook for their futures. 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 and Series 65, 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 (or not find) Zach remodeling his home – or adding to his symphony of experience by traveling with his wife, Rebekah, and new daughter Penelope.