About Zachary Welch
Hi, I’m Zachary Welch, a dedicated financial advisor passionate about helping purpose-driven individuals and families achieve financial security and success. I hold a bachelor’s degree from the University of Cincinnati in Finance and specialize in providing personalized financial guidance tailored to each client’s unique needs and goals.
Outside of work, you can find me on the golf course, where I enjoy the challenge and strategy of the game much like my approach to finance. I believe in applying the same patience, attention to detail, and long-term perspective to both my professional work and my personal interests.
I look forward to partnering with you on your financial journey!
Meet My Team
