Financial Adviser

Zak played collegiate soccer on scholarship for 4 years at WVU and was honored to be team captain his junior and senior years.  Zak was awarded President’s and Dean’s List honors each semester, which also earned him First Team All-Academic Big 12 Honors.  He was an active participant on the WVU Student Athlete Advisory Council and was also involved in Fellowship of Christian Athletes.

Zak and his fiancé Merrill are active members of their church and serve on a few outreach teams.  His hobbies include staying active and any outdoor activities.  He loves traveling and going to the beach whenever he can.  Even though he is a proud alum of WVU, he still supports The Ohio State Buckeyes every game day.

Professional

Zak is a Financial Adviser at Libertas Wealth Management Group, Inc.  His primary roles at Libertas are as follows:

  • Working with individuals, couples, and companies (i.e. 401(k)’s, Pensions, SEP’s, and SIMPLE’s) on new business development.
  • Developing and implementing comprehensive financial plans including recommendations in the areas of retirement, estate, and tax planning.
  • Management of the Libertas on-boarding and ongoing concierge services when new clients join our family and throughout the client relationship.

Zak started his career with Libertas Wealth in 2013 as an intern while attending West Virginia University.  He joined our office full time after graduating with a degree in Finance from West Virginia University’s College of Business and Economics.