CLIENT SERVICE ASSOCIATE
Zac joined TC Wealth Partners in 2023 with three years prior financial experience. He has a passion for learning about new areas in the financial industry and is working toward becoming a financial advisor.
Zac’s professional career began at JP Morgan Chase serving as a mortgage advisor helping families achieve their dream of owning a home and assisting families through difficult, financial times. He learned the value of financial planning and developed a desire to help clients in more ways than one. In pursuing this, he joined our team as a Client Service Associate and works closely with advisors in all aspects of investments and operations.
Zac attended the University of Wisconsin - Milwaukee and graduated with a bachelor of science in information science and technology.
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