Kenosha

Zach brings with him experience as a CPA, life insurance agent, and financial advisor (Series 7, 65, and 63), gained from his prior employment with the U.S. Department of Defense, PricewaterhouseCoopers, Grant Thornton, and several small financial services firms like ours. He particularly relishes applying his corporate experience to provide big impact to small businesses and individuals.

Outside of work, depending on the season, you will likely find Zach either on the tennis courts or on the ski slopes. Other than sports, Zach enjoys worshipping the Lord above all else, spending time with his family and friends, playing or listening to music, and exploring new places in his local area. Zach loves to meet people, so don’t be afraid to spark up a conversation when you see him out and about!

Nicholas is a skilled communicator with a passion for understanding a client’s situation and providing sound, informed guidance.

Outside of the office, Nicholas enjoys reading and watching movies with his wife, Rebecca, and their blue heeler, Tripp. A comic book enthusiast, Nicholas has an impressive collection of comic books and comic book art.

John has predominantly focused on tax planning and compliance. He also has his CFP® and is a licensed financial representative. John enjoys helping clients plan for a healthy financial future.  

John enjoys spending time with his family. His wife Helen also has the entrepreneurial spirit, running a family diner in Antioch, IL. John and Helen have two children, Nico and Gianna. On John’s days off, he likes playing pickleball, golf, and the occasional pickup game of football. John appreciates Kenosha’s lakefront and frequently takes long walks on the beach. (He takes some amazing pics of the sunrises over HarborPark!)  

Ben prides himself on being responsive and building lasting relationships with clients. He loves listening to his clients tell their story and figuring out where his accounting experience can help. 

Ben is a life-long resident of Kenosha, Wisconsin. In his free time, he enjoys golfing, watching the Milwaukee Bucks, traveling to Door County, and spending time with his wife, two children, and chocolate lab. He has recently taken a liking to pickleball as well!