CRPS, Retirement Plan Manager
Zach joined the Denver office in 2016. Prior to joining IMA Wealth, Zach served as a Retirement Plan Specialist with Northwestern Mutual. He holds a Bachelor of Science in Management with a concentration in Finance from St. John Fisher College School of Business in Rochester, New York. Zach holds the FINRA Series 6, 63 and 65 examinations for Registered Representatives. Zach has passed the FINRA Series 6, 63 and 65 examinations and earned the Certified Retirement Plan Specialist (CRPS®) from the College for Financial Planning in 2017.
Office: 303-615-7691 | firstname.lastname@example.org