Zachary has spent over a decade working in multi-family investment offices in North Texas focused on advising families in areas of balance sheet risk management, portfolio asset allocation, and multi-generational wealth planning strategies.

Based in the firm’s Fort Worth office. Zachary supports high-net-worth families, business owners, and entrepreneurs by providing disciplined advice and highly tailored solutions for investment management and wealth planning.

Before joining True North, Zachary served for six years as an Advisor for CH Investment Partners, a multi-family investment office founded by the Trammell Crow Family. Prior to that, he spent five years serving in various roles at Brownlie & Braden, LLC, a North Texas based investment advisory firm. Throughout his career he has been devoted to serving families and helping them steward their wealth.

The firm’s mission is Fulfilling Lives™, and Zachary supports this by thoroughly understanding a family’s goals and objectives, implementing planning to accomplish those objectives, and solving any problems that arise along the journey. Zachary has a servant’s heart by nature and gains personal fulfillment and happiness by helping others fulfill their goals and objectives.

Zachary is a 2010 graduate of the Hankamer School of Business at Baylor University where he earned a B.B.A. in Finance and Real Estate. In 2015, he earned an M.B.A. from the Cox School of Business at Southern Methodist University with concentrations in both Finance and Real Estate.

Zachary is a true Texan, having never lived outside the state. He currently lives in Aledo, Texas with his wife Sarah along with their three children, Charlotte, George, and Mary Claire. Zachary enjoys spending time with family, avidly supporting his wife’s and children’s endeavors, and helping his father on their family ranch in Pontotoc, Texas.