Get Started

Get Started on Your Financial Life Plan Today

    We use cookies to ensure our visitors have the best browsing experience on our website.

    Hillsdale College Alumni

    College football player

    Founded St. Max’s Fellowship for Teens, a non-profit organization

    Licensed Log Cabin Builder

    Enjoys backpacking & the outdoors

    Will video conference with clients to make it easier

    Get to Know Zach

    Zach’s passion is coaching. After an injury derailed his athletic plans, Zach became a student coach to help develop and mentor his former teammates. During this time, Zach learned how much he enjoys working with others and watching them grow as individuals during the process of reaching their goals.

    After graduating from Hillsdale College in Michigan, Zach started working at Chemical Bank, in their leadership development program. During this time, Zach decided to make the shift to becoming an Advisor and turned his career to coaching others in financial planning and started with Trilogy Financial in 2018.

    Zach joined Trilogy Financial for two significant reasons. The first, because Trilogy is an independent advisory firm which allows him to work in the best interest of his clients and choose products that are best suited for his client’s needs and goals. Finally, Zach found Trilogy’s emphasis on the coaching relationship that advisors develop with their clients. With a substantial background in athletics, Zach has seen the effects good coaching has on individuals and their progress. In addition to helping others finally, being active in the community is very important to Zach.

    While living in Michigan, Zach is a founder of a non-profit called St. Max’s Fellowship for Teens, a non-profit organization that focused on providing safe, fun and transformative mission trips for “at-risk teens.” Since moving to Denver, Zach has continued his community efforts by joining a local group called Warren Village Young Leaders. This group of young professionals works with a local non-profit that focuses on economic empowerment for single-parent families. Zach is also a member of the young professional’s board for the Colorado Special Olympics.

    In his free time, Zach enjoys backpacking, hiking, attending concerts, reading, cooking and playing recreational league sports.

    Read More
    Meet Zach’s Team
    Scroll through to see each of the Advisors

    Experience the Trilogy Difference

    We believe that real Life Planning is progress, not perfection.

    Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

    Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

    Call Us To Get Started. (844) 356-4934