Zach serves as a primary point of contact for client families, working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. He is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. Zach brings a strong foundation in client centricity and improving operational processes to his role.
Prior to joining Willow Street, Zach served as a Senior Client Service Associate at J.P. Morgan Private Bank, where he specialized in cultivating and maintaining ultra-high net worth client relationships, navigating complex challenges, and identifying and implementing operational efficiencies. Previously, Zach was a Program Director at Regis University’s Innovation Center, where he oversaw the annual business competition aimed at empowering entrepreneurs and innovators to launch and manage meaningful, profitable, and impactful businesses.
Originally from Greenwood Village, Colorado, Zach relocated to Jackson from Scottsdale, Arizona in 2025. Zach earned his BS in Finance from Regis University. Outside the office, he enjoys skiing, golfing, and spending time with his miniature Bernedoodle.
