In one of the fastest growing areas at American Trust, Zach is responsible for working closely with financial advisors and plan sponsors in order to implement the most advantageous retirement plans in each specific instance. Zach is also charged with growing relationships with broker dealers, banks, and registered investment advisory firms. Today, American Trust Retirement is recognized as a top retirement plan provider in the nation and has received recognition from PLANSPONSOR magazine.
Zach graduated from Loras College with a Bachelor of Arts degree in Public Relations and has a Master of Arts degree in Business Administration from the University of Dubuque in Dubuque, IA. He has extensive experience with retirement plans working at both the plan and participant levels. He has held the Series 7, 65, 6 and 63 securities licenses.