Zach is a Financial Advisor with Jon Coomer Investment Management. After witnessing the difference between families that had a plan and those that didn’t, he felt compelled to work in this business to help people make better financial decisions. Life is filled with uncertainty that sometimes upends our lives without a moment’s notice. Instead of letting emotions run our daily lives, Zach urges clients to use a practical set of principles that not only help you survive financial uncertainty, but also help you embrace your fear and find financial independence.
Zach graduated Cum Laude from Wright State University with a Bachelor of Science degree in Business. At Wright State, he received the Outstanding Financial Services Graduate award after pursuing the CFP Board Registered Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™ professional. He continues to focus on acquiring relevant information relating to cash flow, investment management, and retirement planning, but more importantly the behavioral side of finance and practical steps to apply the information into one’s daily financial decisions.
Zach lives in New Carlisle with his wife, Lindsay, and two sons, Bennett and Grady.