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

Zachary joined True North Advisors in 2022 and is a Senior Director of Wealth Management and Partner of the firm based in the Fort Worth office. He 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 them, and solving any problems that arise along the journey. He has a servant’s heart by nature and gains personal fulfillment and happiness by helping others achieve theirs. 

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. 

A true Texan, Zachary has never lived outside the state. He currently lives in Aledo, Texas with his wife Sarah and their three children, Charlotte, George, and Mary Claire. He enjoys spending time with family, supporting his wife and children in their endeavors, and serves on the Board of Directors of Aledo Athletics, Inc., a 501(c)(3) non-profit youth baseball league in Aledo, Texas.