I love the deep satisfaction I get by using how God has uniquely gifted me to tangibly help others.
Ask Zak About: His diet, skiing, his boys, or Ron Blue and Kingdom Advisors.firstname.lastname@example.org (717) 796-1700
Partner | Chief Compliance Officer | Senior Financial & Life Advisor
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 is married to his high school sweetheart, Lauren, and they have three boys, Jack, Will, and Wes, and a baby girl, Kate. They go to Mount Calvary Church and have been involved with Young Life in the past. Zak loves to share his passions for skiing, soccer, mountain biking, and exercise with his boys.
His favorite organizations:
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Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!