Your Team

Zachary G. Williams, RICP®
Financial Advisor, Education Specialist

Zach has leveraged his education degree during his 10 years in the financial services industry to help individuals and businesses make sound and informed decisions regarding their current and future finances. With a focus on each individual’s circumstances, Zach has primarily worked with corporate retirement plans and their participants to achieve their desired financial goals.

Areas of Expertise

  • Financial planning
  • Group and individual education
  • Long-term and short-term goal planning

Education and Certifications

  • Miami University
  • Retirement Income Certified Professional (RICP®)

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