Wealth Advisor
Office: 515-955-3331
10 N 29th Street
Fort Dodge, IA 50501
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Zak was born and raised in Fort Dodge, Iowa. He graduated from Saint Edmond High School and attended Central College in Pella, IA, where he played for the men’s basketball program while obtaining his degree in Business Management. Spending time with family, golfing, and cycling are just a few things Zak enjoys on a regular basis. Taking long weekends with his two daughters for new experiences is something he and his wife, Sharon, are passionate about.
As a Wealth Advisor, Zak is dedicated to helping clients meet their financial goals. He strives to fully understand and meet our clients’ unique needs as every situation is different. Zak does this through ongoing conversations, investment analysis, retirement planning, and asset management.
In the community, Zak volunteers his time to the youth, school, and church. He has also been active in the American Bankers Association’s Teach Children to Save Program where Zak teaches children the importance of saving and being responsible with money. He is also a member of the Iowa Central Community College Foundation Board.
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