Zachary Threadgill

Zac is a Certified Financial Planner™ and a former tax attorney. He studied accounting and finance prior to law school. He spent several years helping high net worth clients with estate tax needs before finding his true passion, financial planning. Zac enjoys helping clients think through retirement decisions logically and helping them frame the decisions they face in a manner that focuses on the important factors.

Check Advisor’s Background at IAPD