Zack Van Zant graduated Summa Cum Laude from the Honors College of Western Kentucky University with a degree in Financial Planning. He is a member of the Financial Planning Association and holds his Series 7 and 66 licenses. Zack is a Certified Financial Planner™, meaning that he has met the rigorous education, examination, experience, and ethical requirements of the CFP Board of Standards. CFP® Certificants must pass a comprehensive exam covering the following areas: the financial planning process, risk management, investments, tax planning, retirement and employee benefits, and estate planning.
He currently serves on the Board of Directors for the Oldham Chamber and Economic Development. He and his wife live in Louisville and are members of Sojourn Community Church at the East Campus, where Zack and his wife serve in the high school ministry.
Zack enjoys partnering with families and small businesses to create pathways for long-term security and success. Zack uses the values of relationships, transparency, and stewardship as the cornerstone for his interactions with his clients.