Zach joined Greater Midwest Financial Group in 2021 and works as a Case Manager for GMFG’s client base. In his role, he assists the advisors with the preparation of financial portfolios for client meetings, processes service requests and ensures clients’ needs are taken care of. He also works closely with our senior relationship managers to ensure that all clients are on track toward meeting their financial goals.
Zach graduated from the University of St. Thomas where he earned his Degrees in Economics and Finance. In his free time, Zach likes to play golf, go fishing, and spend time at his Cabin in Northern Wisconsin.< Back to Team