Zach Birkey, CFP®

Vice President/Investments, Branch Manager

Zach utilizes a consultative wealth management process to help his clients prioritize and pursue the goals that matter most to them.

Zach's passion for helping improve the futures of others, combined with his knowledge of the markets and wealth planning process, serves him well as a financial advisor. He works closely with successful professionals, business owners, and retirees who are often focused on the demands of their busy lives and seek a trustworthy advocate to identify their unique concerns and motivations. He monitors his clients' progress, provides regular updates, and recommends adjustments as changes occur. Whether the outcome is an early retirement, purchase of a second home, education planning, or charitable giving, Zach develops customized strategies to help his clients pursue those goals.

Zach has worked with clients to create comprehensive wealth management plans for more than 12 years. Having attained and maintained the Certified Financial Planner™ (CFP®) certification, he has received training on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning strategies. He earned a B.S. in Business Administration, Economics, and Finance from Olivet Nazarene University.

Zach is an outgoing person who enjoys staying busy. He and his wife, Briley, have two young boys, Creighton (5) and Maddon (3), and a newborn daughter, Scotlyn (2). They love to travel, visit friends and family, and are active in Parkview Christian Church in Orland Park, Illinois. Zach is also a sports fan, having played basketball through college, and is a dedicated Chicago Bulls and Cubs fan. In addition to volunteering at his church, he shares his time and leadership skills with the Stitching a Legacy organization and serves as treasurer for Phi Delta Lambda Alumni at Olivet Nazarene University.