Zack Gutches, CFP^®, CPA

How do I help our clients live a richer life?
In my role, I get to partner with clients and help bring clarity and confidence to their holistic life plan. I thoroughly enjoy building relationships based on trust, and providing personalized education and empowerment through our services. What’s even sweeter? I get to serve alongside a team of mission-driven individuals who are incredibly passionate about delivering the highest quality service and value to our clients. I consider myself truly blessed to get to help clients pursue and live out their unique, individual calling—that is, to live a richer life.

How do I align my time and money with my values and passions to Live a Richer Life?
I am a steward, uniquely called to serve others through my bestowed gifts. I value authenticity, simplicity, and being consistently trustworthy. I am passionate about my vocation, sports & games, genuine relationships, continuous learning, applied teaching & education, generosity (time, resources, and talents), nutrition, fitness, and overall wellbeing.