Zach Wahl

Zach found his passion for guiding others toward financial peace of mind while earning his Finance degree from the University of Minnesota Duluth. With 8 years in the industry and 4 years as a registered financial professional, he holds the following licenses: SIE, Series 7, and Series 66—he’s built a strong foundation in client-focused financial planning. He also holds an MBA from Concordia University with a concentration in Global Investment Banking and Brokerage.

Zach is constantly inspired by Toby and Jeff. Their incredible work ethic and dedication to putting clients first sets a high standard—but what makes them truly stand out is how they do it all with a sense of joy and authenticity. 

Zach grew up locally here in Minnetonka. Outside the office, he enjoys golfing, playing hockey, and traveling with friends and family. For the past 19 years, Zach has made the annual journey to the Boundary Waters with his father and two brothers, a cherished summer tradition.