Associate Wealth Advisor
Zac Pohlenz realized that personal financial planning would be his career during his freshman year in college. He already had an aptitude for personal finance, and he had a passion for making connections and helping people. When he discovered the financial planning profession, he immediately knew that it was a natural fit. This led Zac to pursue a degree in Personal Financial Planning from Kansas State University.
Today, as an Associate Wealth Advisor, Zac assists our senior planners by preparing for and attending client meetings, completing follow-up items, and maintaining client communications. Zac works everyday to help clients reach their personal financial goals, and finds it satisfying to know that he has helped someone gain a new perspective that can help change their life.
A Topeka resident, Zac and his wife are busy raising their young family. In his free time, Zac plays guitar, hikes, and gardens. He has recently taken up woodworking and is a fan of Thai food, especially curry.
Education and Designations
BS, Personal Financial Planning, Kansas State University