In his role as a Lead Advisor, Zack and his team get to partner with individuals and families to serve as their Personal CFO – helping them make informed decisions around their entire balance sheet, and aligning their money and time with their values, passions, and purpose.

*Join us each month for the Young Professionals Council series, Oh the Places You Can Go as a CPA, as we explore the many career paths that the CPA designation affords.

Thursday, March 23, 2023, 12-1pm: With Blaise Wabo:  Cybersecurity Possibilities in the CPA Profession and the Non-Traditional Journey of an Unlikely CPA

Thursday, April 27, 2023, 12-1pm: TBD

Member $0

Nonmember $10