Broker Check
Zachary R. Mersberger, CFA®, CRPC, AIF

Zachary R. Mersberger, CFA®, CRPC, AIF

Co-CEO / Co-COO / Financial Advisor

Joined:

May 2011

Education:

Bachelors of Business Administration in Finance with an emphasis in Entrepreneurship from the University of Wisconsin Oshkosh (Summa Cum Laude)
University Honors Program (all semesters)
Dean’s Academic Achievement List (all semesters)
Beta Gamma Sigma, Member
Student Managed Endowment Fund, Member (three semesters)

Industry Credentials:

Chartered Financial Analyst® (CFA) 
Chartered Retirement Planning Counselor® (CRPC)
Accredited Investment Fiduciary® (AIF)
Series 7 and 66
Life, Health, and Disability Insurance License

Specialty:

Financial Planning: Zach focuses on working with high net worth clients as their trusted advisor, designing customized financial plans intended to help clients attain personal and financial goals. Zach has experience planning for clients in the areas of wealth management, asset protection, estate, and retirement planning, as well as retirement income strategies. Zach also specializes in helping business owners plan for their financial futures.

Wealth Management: As a CFA® charterholder, Zach has a high degree of expertise in portfolio management and in helping design portfolio strategies to help clients accomplish a broad array of financial goals. Zach is an active member of the firm’s Investment Committee and is active in the portfolio construction, asset allocation, portfolio management, and research processes.

Strategic Firm Direction: As a member of the firm’s executive committee, Zach plays an integral role in setting the firm’s strategic direction and overseeing the firm’s daily operations.

Community Involvement:

  • Sheboygan Falls YMCA, Board of Directors
  • Marshview Conservation Club, Member
  • Habitat for Humanity, Volunteer
  • Feed My Starving Children, Volunteer
  • Sheboygan County Conservation Club, Member

Zach enjoys taking an active role in community involvement and is involved with or donates to multiple charitable causes.

Get to Know Me:

Zach and his wife Casie reside in Sheboygan with their puppy Howie. In his free time Zach enjoys time with family and friends and is an active outdoor enthusiast. Zach’s hobbies and interests include traveling, hunting, fishing, running/exercising, skiing, snowshoeing, waterskiing, snowmobiling, golfing, swimming, hiking, and attending live music events.