Zach joined Baird in 2023, completing our foundations program designed to create the next generation of financial advisors. Before joining Baird, Zach worked in the mutual fund operations department at US Bank for 6 years, serving large mutual fund and ETF clients.
Zach Graduated from the University of Wisconsin-Milwaukee with a bachelor’s degree in finance. He Holds his FINRA series 7, and 66 licenses, and a Certificate in Financial Planning from Northwestern University Zach also earned his CERTIFIED FINANCIAL PLANNER ™ (CFP®) designation in 2025.
Zach lives in Waukesha with his wife Shanna, son Micah, and dog Freddie. Zach enjoys golfing, volunteering, and watching sports at home with his family.