Born and raised in Colorado, Zach has always wanted to do two things with his career – be in business, and help others make a positive difference in their lives. As a financial advisor, Zach gets to do just that every day by helping clients navigate to and through their retirement years. Zach has a passion for achieving goals and coming up with ways to help others achieve theirs. He also enjoys finding new and innovative ways to better serve our current clients as well as the future clients we look forward to meeting.
Zach brings unique experiences and skills to our team. From spending time in the construction industry, managing content for 14 social media accounts during college, and completing an internship with The Walt Disney Company, he brings a variety of knowledge and insights to the planning table. Zach holds Life and Health Insurance Licenses in multiple states, as well as the Series 65 Securities License. He is also an IRMAA Certified Planner.
Zach obtained a Bachelor of Science in Business Administration at Colorado Christian University. During his time in college, he was a 4-year collegiate soccer player and served as the president for the Student-Athlete Advisory Committee. Now a happily retired soccer player, when away from the office, Zach enjoys his new role as General Manager of his multiple fantasy sports teams. He also enjoys staying active, exploring the Rocky Mountains, and watching sports – especially his favorite soccer team, Manchester United! Zach values spending quality time with friends and family, as well as traveling wherever and whenever he gets the opportunity.
Content is provided for information purposes only and is not a solicitation to buy or sell any products. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of any individual situation. It is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional advisor. Investment advisory services offered through Brookstone Capital Management LLC, a registered investment advisor. Brookstone and Blue Heron Capital, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Ed Slott’s Master Elite IRA Advisor Group™ membership requires the advisor to pay fees for membership, attend training provided by Ed Slott and Company, pass semi-annual examinations and meet other membership requirements. Membership does not guarantee investment success and is not an endorsement. Blue Heron Capital, LLC is not a law firm and Linda Gardner is not an attorney. Linda Gardner and Blue Heron Capital are not affiliated with or endorsed by the Social Security Administration or any government agency.
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