Meet the Team
Our firm is an ensemble practice where your needs are the core of our mission. This singular focus translates into strong relationships and client care leading to positive outcomes for you and what you value most.
We act as your Family CFO, helping you cut through the complexities of the financial world, and to provide advice on the financial aspects that impact you and your family. There is a knowledge gap when it comes to personal finance and investing. With the loss of pensions and widespread adoption of 401k plans, you have been tasked with being your own pension fund manager. This paired with changing tax laws and the rising cost of eldercare and higher education, you more than ever need a trusted resource to develop and execute plans that fit the vision of your best life possible.
Zack is Managing Partner and co-founder of Ceres Wealth. He has worked as an advisor for over eighteen years with Edward Jones and Merrill Lynch. Reducing stress and helping clients achieve financial success is the reason Zack got into...
Shaun is Managing Partner and co-founder of Ceres Wealth. He has worked as an advisor for some of the top wealth management firms in the country including Morgan Stanley, Merrill Lynch, and LPL Financial. Prior...
Alyssa is the Client Associate for Ceres Wealth. With a B.S. in Mathematics from Benedictine University, six years of customer service experience, and a drive to help others, Alyssa brings a mix of skills and experience perfectly...