Zack has had numerous roles in the financial industry since obtaining his Certified Public Accountant (CPA) license in 2004, from forensic accounting firm to financial analyst for a local Fortune 1000 corporation. He joined Focus Financial in 2014 and uses his unique experience to help guide individuals and businesses in financial planning. Zack graduated magna cum laude from Trinity International University in Illinois and lived in Chicago before heading to Central Wisconsin to raise a family. Zack and his wife Bre currently reside in Weston, WI with their four energetic children. He enjoys coaching youth soccer, watching sports, and being active in their local church. Zack is also a member of the Village of Weston’s Community Life & Public Safety Committee and a director of the ME Employees Credit Union Board.
Zack joined Focus Financial in 2015 and works with Greg Brown in the Wausau, WI, office.
Service & Experience
Zack works alongside Greg Brown to deliver a team approach that helps busy individuals and businesses simplify the complex wealth management issues of Retirement, Investment, Tax, and Financial Planning services. They are committed to helping their clients reach their long-term financial dreams by delivering their services with Christian Values.
As a Certified Public Accountant and Financial Services Certified Professional (FSCP), Zack brings a wealth of tax planning knowledge to the overall services he provides to his clients. In addition, as a Financial Advisor within the team, Zack adds value to his clients’ financial lives by guiding them through their financial plans, reviewing investments, and providing tax strategies. He offers tax planning services through Proverbs 15:22 LLC. Along with Greg, Zack also applies his Christian values to his services, ensuring a client’s plan leaves a legacy for others.
Proverbs 15:22 LLC is not affiliated with Royal Alliance.
Weston WI 54476