Zack is Managing Partner and founder of Ceres Wealth. He has worked as an advisor for over 21 years, as a partner with Edward Jones, vice president at Merrill Lynch, and managing partner at Ceres Wealth. Helping clients achieve financial freedom is a primary reason Zack entered the financial industry in 2001. He believes reducing financial stress empowers one to live a more engaging live. To focus on what you do best in the world and live life to its fullest.
Zack is naturally analytical which makes him well suited to portfolio and investment management. His career in the financial services industry melds his degree and experience teaching, with an analytical view of asset management. He is motivated by the belief that he can dramatically and materially improve the lives of his clients, and the greater community, by removing financial concerns and empowering people to be better world citizens.
With decades of personal experience in asset management, financial planning, income real estate ownership, and private equity, along with a rare resume of experience in two diverse large industry leading firms, Zack offers a broader than average experience foundation on which to advise clients.
Prior to his years at Ceres Wealth and with Merrill Lynch, Zack began his career spending 9 years in Delavan, WI with Edward Jones. He began working for Edward Jones, in a town where he knew no one, by knocking on every door in town to introduce himself. He then built his early clientele with people with whom he’d met personally before they were clients. To this day, those months of engaging with his community face to face have been valuable in his career. Many of his current clients go back decades to that first door knock.