Paraplanner
Zach understands the value that a trusted partner provides when making financial decisions. Whether it’s preparing for retirement, navigating complex investment decisions, or planning for future generations, Zach is committed to walking alongside clients every step of the way.
In his role as a paraplanner, he supports clients through financial planning, portfolio analysis, and research-driven recommendations, while also assisting with the development of investment strategies. With a strong passion for research and data-driven decision-making, Zach strives to be one of the leading young professionals in the financial services industry. His long-term goal is to become a distinguished research analyst and contribute thought leadership to Legacy's investment process.
Zach began his career in financial operations, with roles at GE Appliances and Holland Financial Group, before joining Legacy as a paraplanner in 2025. A graduate of Indiana University Southeast, Zach earned his BSBA with a concentration in Finance and Data Analytics. He also competed as a varsity baseball player, an experience that shaped his perseverance, teamwork, and discipline—qualities he now brings to his work with clients and colleagues.
Outside of the office, Zach enjoys running, hiking, traveling, and the occasional graphic design project. Above all, Zach values his faith, family, and the opportunity to help others make wise, well-informed decisions.
Zach can be reached at (502) 873-0528 or via email.
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