Our Associates

Zac Mulford

CFP, ChFC, AWMA
525 Junction Road, Suite 8100N
Madison, WI 53717

Zac began his career in financial services in 2008 after completing his Bachelor of Science at UW-Stevens Point. He lives in Cross Plains, WI with his wife, Halle, and their three kids, Roman, Clyde & Vivian. He loves spending time outdoors with his family at their land near Dodgeville, WI. Halle and Zac are busy with the kids’ sports & school activities. Zac is an avid conservationist & outdoorsmen when he isn’t helping clients work toward their goals, you’ll find him in the woods.

Zac has extensive experience in wealth management, retirement income planning, estate planning & niche executive benefit programs.

Main areas of Focus
  • Wealth Management
  • Retirement Income Planning
  • Legacy & Estate Planning
  • Business Planning
17+Years Experience
A man in a pinstripe suit jacket and white shirt smiling, posing for a professional portrait against a blurred light background.

Education

University of Wisconsin-Stevens Point

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