Zachary Shepard is a highly accomplished financial advisor with over a decade of expertise in guiding clients through the intricacies of wealth management and financial planning. As a holder of Series 7 and Series 66 licenses, along with life, accident, health, and variable insurance licenses, Zach offers a comprehensive range of solutions tailored to the unique needs of his clients. His formal education includes a bachelor’s degree in finance and financial management services from The Ohio State University, where he developed a sophisticated understanding of financial strategies that drive security and growth.
Residing in Columbus with his fiancée Christina, Zach is not only invested in his client’s success but also deeply engaged in his community. As active members of their church, they are committed to service and philanthropy. Zach’s leadership extends to his role on the board of his HOA and his involvement in co-managing the Deborah Meesig Endowed Scholarship Fund for the Columbus College of Art and Design.
Widely regarded for his insightful, client-centric approach, Zach is adept at creating customized financial strategies that address everything from retirement planning to investment portfolios and insurance solutions. His goal is to empower clients with confidence and peace of mind as they work toward achieving their long-term financial aspirations.
Outside of work, Zach enjoys traveling, continually expanding his knowledge, and cheering on his favorite sports teams. Above all, he values the importance of family, making time spent with loved ones a priority. With a commitment to both his profession and community, Zach is passionate about helping others achieve their financial dreams.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed Insurance offered through various independent insurance companies. Secure Path Advisory Group, Leavitt Group Midwest and Cambridge are not affiliated.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
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