Zach is a Financial Consultant with Sterling Financial Group, bringing over 12 years of experience helping individuals and families make confident, informed financial decisions at every stage of life. As a Certified Financial Planner™ professional, he provides comprehensive, personalized financial guidance focused on long-term goals, risk management, and wealth preservation and growth. Known for his thoughtful, client-centered approach, Zach is committed to building lasting relationships based on trust, transparency, and disciplined planning.
Prior to joining Sterling Financial Group, Zach worked in client service and investment management at Alta Capital Management. He earned a degree in Finance from the University of Utah and, in addition to the CFP® certification, holds FINRA Series 7, 63, and 65 licenses.
Outside of work, Zach and his wife, Amanda, are parents to four children and reside in Heber City. When he’s not in the office, he can most often be found working on his family sheep ranch. He enjoys spending time on horseback, as well as fishing, hunting, and snowmobiling during the winter months.
