Zak Leedom, CFP®

Financial Adviser

Zak and his fiancé Merrill are active members of their church and serve on a few outreach teams. He enjoys staying active, any outdoor activities that get the blood pumping, and loves traveling and spending time with his family and friends. Zak played collegiate soccer on scholarship for 4 years at West Virginia University and was honored to be team captain his junior and senior years, while earning all Big-12 Academic Honors. He was an active participant on the WVU Student Athlete Advisory Council and was also involved in Fellowship of Christian Athletes.

With a passion for people, Zak knows that understanding his clients and their values is the first step in a successful long-term, impactful working relationship. He specializes in working with executives to navigate through complicated benefits packages (i.e. – stock options, grants, and RSUs for starters), and builds comprehensive financial plans to ensure these benefits are maximized.

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