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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

Zach serves as a Financial Advisor providing comprehensive financial planning, investment management and insurance services to clients. He is passionate about helping clients reach their financial goals through personalized advice and guidance.

As a Financial Advisor with First Investments & Planning, Zach appreciates the unique advantage of small-town living combined with the extensive capabilities of Raymond James, allowing him to serve Client Advisory Group (CAG) clients throughout the country. He works with individuals and businesses to develop customized financial strategies, monitor investment plans and provide ongoing support. Zach particularly enjoys running illustrations and exploring various options with clients to ensure they fully understand their portfolios. His guiding philosophy: "Know what you own and know why you own it.”

CREDENTIALS

Zach joined First Investments & Planning in 2022 and brings over 10 years of banking industry experience. He holds Series 6 and 7 licenses as well as Nebraska insurance licenses, enabling him to comprehensively serve his clients' diverse financial needs. Zach is a member of our Client Advisory Group.

PASSIONS

Outside of work, Zach enjoys hunting and spending quality time with his wife Hailey, their son, daughter and two dogs. He is actively involved in giving back to his community, regularly volunteering

Raymond James is not affiliated with the above organizations and/or charitable causes.

You should discuss any tax or legal matters with the appropriate professional.

Check the background of this firm on FINRA's BrokerCheck.

Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.

Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors.  Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.

Investment products are:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

© 2025 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

NMLS 412727

Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE