Zach is a dedicated Specialized Planning Associate at BFG, where he plays a key role collaborating with advisors and their clients to provide comprehensive financial planning projections and analyses. Beyond regular account creation and maintenance, Zach provides personalized attention and unique solutions to clients. With a strong background in customer service and valuable experience from an internship in bookkeeping at a tax and accounting firm, Zach has built 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.