Zach Avery headshot

Zach Avery CFP®

Financial Advisor / Insurance Advisor

Zach is a CERTIFIED FINANCIAL PLANNER™ professional which will utilize offices in Springfield and Beavercreek. Zach holds his Series 7, 66, Life and Health license and his Property and Casualty license to assist his clients from comprehensive financial planning to insurance planning. He graduated from Wright State University with a degree in Finance.

Zach and his wife Liz, welcome their new baby boy, Camden. He enjoys traveling with his family and interacting with his clients on a social basis. He also enjoys golfing and playing basketball with his friends.