TOPEKA, Kansas—Clayton Wealth Partners is excited to welcome Zac Pohlenz to its team. As an Associate Wealth Advisor, Zac assists the Topeka firm’s wealth advisors in providing financial advice to clients.
Zac joined the financial planning firm in March, and Elizabeth Young, CFP®, a Partner and Senior Wealth Advisor, said they couldn’t be happier.
“Zac is organized, diligent, and thorough, all essential qualities for his position. We’ve been thrilled to discover he’s also deeply empathetic to our clients’ needs,” Young said. “And he has already demonstrated an ability to problem-solve that we see expanding as his knowledge base deepens.”
Before joining the fee-only wealth management firm, Pohlenz was a financial planning assistant at Ameriprise. He graduated from Kansas State University in 2018 with a bachelor’s degree in personal financial planning.
Pohlenz said he jumped at the chance to join the Clayton team, which provides fiduciary financial planning and investment management.
“Every day when I leave work, I feel like I’ve learned something new and made an impact,” he said.
Outside of the office, the Topeka resident and his wife are busy raising their young family.