Zach is an Agency Supervisory Officer with WestPoint Financial Group located in our Chicago office. He ensures our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.
Zach is a graduate of Beloit College. He received his Bachelor’s degree in Economics. He also holds FINRA licenses Series 7, 66, 9/10, and 24.
Prior to joining WestPoint Financial Group, Zach began his career working in the financial services industry at Ameriprise as a financial planning analyst. After his time with Ameriprise, he relocated to Chicago and began working for J.P. Morgan Securities holding various positions in client service, operations, and supervision. He recently transitioned from a local FinTech startup as an Operations Manager.
In his free time, Zach enjoys coaching football, the outdoors, and spending time with his wife and daughter.