Zachary Wagganer
I am grateful to spend my days predominately helping people. Money touches almost every aspect of our lives and as an advocate and advisor, I am honored to provide guidance and clarity around all things involving a dollar sign. The most enjoyable aspect of my role is helping to free those whom I serve to focus on the things which money may touch, but are more important than the money itself.
Favorite Quote:
“Luck is what happens when preparedness meets opportunity…and there is always opportunity”
- Earl Knightengale
Best Advice I have been given recently:
“You can be effective, or you can be right. Choose which is most important because it is unlikely you are going to be both.
Favorite Book:
A Million Miles in a Thousand Years by Donald Miller and Love Does, by Bob Goff.
My favorite vacation spot:
I love visiting the South Carolina Low Country. Both Charleston and Hilton Head are the backdrops for some of my favorite memories. I also love to explore the wild places in Colorado, either with my family or with a backpack and trail guide.
Pet:
Dublin, our British Black Labrador Retriever. He loves to retrieve and will chase tennis balls and bumpers all day long.
I am thankful for:
Annie, my intelligent, artistic, and beautiful bride, and our four clever, caring, and adventurous children, Hannah, Benjamin, Sarah, and Emily.
"
People typically come with investment questions. They stay because of the high value of partnership in achieving their lifelong goals; the value of honesty, objectivity, accountability, organization, education, and proactivity. "
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