I love the deep satisfaction I get by using how God has uniquely gifted me to tangibly help others.
Partner | Chief Compliance Officer | Senior Financial & Life Advisor
Zak’s role:
Zak is responsible for leading LifeGuide’s Compliance, Investment Management, and Life Planning disciplines. He also leads one of the firm’s advisory teams. His team focuses on serving high net worth clients, executives, business owners, medical professionals, complex estates, pastors, and Kingdom Advisor fans.
A bit about his background:
Zak was born and raised in Carlisle. He graduated Summa Cum Laude from Lehigh University with a BS in Mechanical Engineering. He worked as an engineer for five years before finding his calling in Financial Planning. He has the rigorous CERTIFIED FINANCIAL PLANNER™ designation through the American College, as well as the Registered Life Planner® and Certified Kingdom Advisor® designations. He achieved Cabinet and Elite status with AFG, as well as being in the top ten of more than 750 financial advisors with ProEquities prior to LifeGuide becoming independent.
What Zak says he loves most about his job:
“I love the deep satisfaction I get by using how God has uniquely gifted me to tangibly help others. Financial planning brings these two things together for me in an exciting way. That is why I switched into this field from engineering. I especially like getting to apply my analytical problem-solving skills to take our clients to the next level in their journey. I’m always striving to help them find their next breakthrough to give them a higher level of peace, freedom, and impact.”
Outside of work:
Zak loves to share his passions for skiing, soccer, mountain biking, and exercise with his four kids. He and his wife, Lauren, love their church family and are involved in the children’s ministry.
His favorite organizations:
LifeGuide Signature is our personalized and comprehensive service model for clients with investable assets or income greater than $450k.
