With a commitment to integrity, caring, and full transparency, Wiser Advisor Group provides individuals, businesses, and non-profits with customized financial advice and services. Before the launch, Zach worked with his father at the Royal Bank of Canada starting in the investment industry in 2018 as a client associate before being promoted to Financial Advisor in 2021. 

A native of Gilbert, Arizona, he earned his bachelor’s degree from Arizona State University.  Zach holds the Certified Exit Planning Advisor certification which focuses on assisting business owners prepare their business for external investment or sale. He is beginning his journey to obtaining CFA level one.

Away from the office, Zach enjoys spending time traveling, scuba diving, sky diving, shooting,  golfing, and spending time with his family.

How are you helping the medical community?

My family and I have more than 30 years of experience working in or alongside the medical industry. This has given us an insight into helping these business owners grow their practice, manage their assets, and sell when the time is right.

Who do you serve?

We work closely with all business owners in the medical industry around the country.