Zack Holtmeier brings more than a decade of industry experience and specializes in developing personalized financial plans and thoughtful insurance strategies tailored to each client’s needs. As a financial advisor, he provides comprehensive guidance across all areas of financial planning, including portfolio management, retirement planning, and insurance planning.

Zack’s background and expertise align seamlessly with our firm’s commitment to bringing intelligent, hardworking, and ethical professionals together to deliver the highest level of service to our investors. He is a Certified Financial Planner™ (CFP®) and also holds the Wealth Management Specialist™ (WMS™) and Accredited Investment Fiduciary® (AIF®) designations.

Zack is a graduate of The Ohio State University’s Fisher College of Business and holds both the Series 7 and Series 66 securities licenses, in addition to his state insurance license. Outside of work, Zack enjoys playing tennis and basketball and spending time with his girlfriend, Nyla, and their pets, Roo and Tito.