Get to know Zach Mann

As an Advanced Strategy Coordinator, Zach assists with the data analysis behind the strategies we build. He helps design and monitor our clients’ portfolios for maximum tax efficiency, and focuses on financial planning using eMoney to help clients map out their goals. He also supports client e-communications. A graduate of Michigan State University, Zach earned a Bachelor’s in Finance with a minor in Financial Planning and Wealth Management, and recently obtained his Series 7 and Series 66 licenses. Zach enjoys spending time with friends, staying active, and following sports.