Senior Vice President, San Angelo
Zach joined First Financial Trust & Asset Management Company in November 2015 as an Assistant Vice President in the Abilene office. In this role, he is working on handling the various aspects of company business that include business development and trust, estate and retirement plan administration.
Prior to joining First Financial, Zach worked at Clintsman Financial Planning located in Southlake, Texas beginning his professional career as an associate. Shortly, thereafter he advanced to the role of financial advisor. In both of these roles, he worked with clients to reach their financial goals construction and implementation of comprehensive financial plans, exercising a skillset in the retirement, tax, estate, insurance, education, and investment planning areas.
Zach is a CERTIFIED FINANCIAL PLANNER™ and earned his Master’s degree in 2011 in Personal Financial Planning from Texas Tech University. During 2011, while working on his master’s degree, Zach received The FSP Excellence in Financial Education Award given to the top student enrolled in a financial service course by the Society of Financial Service Professionals. He obtained his undergraduate degree in Kinesiology, Magna Cum Laude, in 2007 from Angelo State University.