Financial Adviser

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

  • Assisting with a wide range of questions regarding client accounts, including but not limited to direct deposits & withdrawals, account/investment values, and online account access.
  • Working with individuals, couples, and companies (i.e. 401(k)’s, Pensions, SEP’s, and SIMPLE’s) on new business development.
  • Assisting with the 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.

Personal

Zak played collegiate soccer on scholarship for 4 years at WVU and was honored to be named 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. He is currently studying for the CFP® exam.

Zak grew up in Dublin, OH and is happy to be living back in his hometown.  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.  He is excited about starting his career with Libertas and is looking forward to meeting each of you!