Zac joined Edge Financial Advisors in 2023 to help relieve financial anxiety for others. How? Turning complex planning strategies into easy to digest concepts. As a Financial Advisor, he provides in-depth financial planning, through strategy sessions and portfolio reviews.
Zac previously worked at Bank of America Merrill Lynch as a Financial Solutions Advisor. He first developed an interest in Financial Planning after taking a Personal Finance course at 14 years of age and has pursued a deeper understanding ever since.
Zac graduated from the Kelley School of Business at Indiana University where he majored in Finance and then went on to become a CERTIFIED FINANCIAL PLANNER™ practitioner. He has a passion for self-improvement, philanthropy, technology, and taking on new life experiences and challenges. Zac enjoys scuba diving when visiting his hometown of Miami, FL. He currently lives in the village of Oak Park, IL.
