Comprehensive Financial Planning
About the Financial Advisor
Zack is a Co-Founder of Brown, Martin, and Associates. As a Certified Public Accountant and CERTIFED FINANCIAL PLANNER™, he brings a wealth of tax planning knowledge to the overall services he provides to his clients. Zach adds value to his clients’ financial lives by guiding them through their financial plans, reviewing investments, and giving tax strategies. He offers tax planning services through Proverbs 15:22 LLC. Along with his team, Zack applies his Christian values to his services, ensuring a client’s plan leaves a legacy for others.
He focuses on serving busy individuals, retirees, and businesses in Central Wisconsin. He simplifies the complex wealth management issues of Retirement, Investment, Tax, and Financial Planning services.
Education and Designations
- Trinity International University, Bachelor’s Degree, Business, magna cum laude
- CPA – Certified Public Accountant
- CFP® – CERTIFIED FINANCIAL PLANNER™
Zack enjoys coaching youth soccer, watching sports, and being active in their local church. Additionally, he is a member of the Village of Weston’s Community Life & Public Safety Committee and a Director of the ME Employees Credit Union Board. Zack and his wife, Bre, have four children.