Zach Wik, CFP®

As an associate advisor, Zach’s current role consists of supporting the wealth advisors by preparing financial plans, modeling financial scenarios, and assisting in the planning process, helping to ensure our clients’ success. Being so involved in the planning process enables him to leave a positive impact on the clients he works with, which is what motivates him every day.

When Zach was growing up, his parents stressed the significance of being financially responsible and they taught him about the importance of working hard when it came to earning money and saving it. The lessons that he learned early on motivated him to attend the University of Arizona and graduate with a BS in finance, which he has used to dive further into the financial industry.

Living in Phoenix, Zach enjoys spending time by the pool or taking advantage of the many outdoor activities that Arizona has to offer. He is also a big sports fan and tries to go to plenty of sporting events and concerts whenever possible.