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.