Zach Egbert

Executive Partner

Zach graduated from Texas Tech University in 2004 with an Accounting and Finance degree. From there he began his career as an accountant for a large corporation. He worked for them for two years before he felt a calling to help people with retirement planning and joined a financial services firm that has a worldwide presence. In 2009, he stepped away from this company and became an independent financial planner, not influenced by proprietary products, offering objective, client-centered advice.

Zach’s education, experience and professional affiliations have fostered his practical approach to offering financial advice and planning services to his clients. Rather than just recommending a hodgepodge of unrelated products, first Zach will consider the client’s specific financial goals and investment objectives. Zach works with his clients to formulate a strategy to help them achieve their goals. He will then recommend the appropriate products and services to help clients execute their strategy through the companies available to financial professionals. Zach understands the importance and impact of financial security and protection in life. His client relationships are long term. This allows him to help clients through every phase of their lives as well as to provide support in times of change or need.

Zach currently resides in Dallas, Texas with his wife Angie and their two children Luke and Madeline. He enjoys playing flag football, basketball, traveling, and spending time with his family.