Zach is a dedicated Client Services Associate at BFG, where he plays a key role on the Central Service Team. He is responsible for generating and processing client paperwork, providing account maintenance, and contributing to process improvement initiatives through a deep understanding of the firm’s systems and workflows. With a strong background in customer service and valuable experience from an internship in bookkeeping at a tax and accounting firm, Zach has built a solid foundation for effectively supporting our financial planning clients.

Zach holds a degree in Finance with a minor in Accounting from the University of Wisconsin-River Falls. Beyond the office, he values quality time with family and friends and has a passion for basketball, sports, music, fitness, fishing, travel, and the outdoors.