Our Team

Senior Financial Advisor

My name is Zach Smith and I am a proud graduate of Elmhurst University.  For the past 2 decades, I've accumulated an extensive background in insurance-based wealth strategies, which ultimately led me to joining T2 Asset Management.

 

My goal within this company is to create a culture that educates, allows clients to ask questions, feel protected, and live the retirement of their dreams.  I am passionate about getting to know my clients, understanding their vison and values, and ultimately watching them grow and achieve any and all milestones throughout retirement.  For my clients, I consider it my absolute privilege to not only strategize and implement a plan for their future, but one that they absolutely thrive in!