Zach Shelby

As an Associate Financial Advisor at Berger Financial Group, Zach works closely with Rachel Meyer’s and Eric Kautzman’s advisory teams to build and maintain meaningful client relationships. He plays a hands-on role in supporting clients through every stage of the planning process: participating in meetings, preparing customized financial plans, and ensuring clear communication every step of the way. With a strong background in customer service and bookkeeping at a tax and accounting firm, Zach has a solid foundation for effectively supporting our financial planning clients.

Zach holds a degree in Finance with a minor in Accounting from the University of Wisconsin-River Falls. Beyond the office, he values quality time with family and friends and has a passion for basketball, sports, music, fitness, fishing, travel, and the outdoors.