“Being from Cincinnati, it was important to me to find a local firm that shares my same values of putting the client first, being family-oriented, and providing opportunities for me to grow in my career. Truepoint is all of that and more.”
As a member of the financial planning team, Zach’s responsibilities include assisting specialists and advisors with internal and external deliverables, data analysis, and meeting preparation. Being in this support role affords Zach the opportunity to learn and take in as much as possible from his teammates while working towards his CERTIFIED PROFESSIONAL PLANNER™ (CFP) designation.
Zach’s favorite activities when not at work include playing golf with his dad, going on ski trips with his cousin, and watching his favorite teams play with friends. To stay active, he enjoys running; and to relax, he enjoys eating at his favorite restaurants.
Specialties: financial planning