Meet Zachary Willie, MBA
I spent years as a Financial Analyst for credit unions and corporations, but I realized my real passion wasn't just moving numbers—it was helping real people move toward financial freedom.
MBA & B.S. in Finance (Personal Financial Planning) from Southern New Hampshire University.
6+ years as a Financial Analyst managing complex cash flows for businesses and credit unions.
The "Nerd" in Your Corner
I’m passionate about finance. While others find it boring, I actually enjoy reading 10-Ks and building financial models to forecast value. To me, it’s a puzzle I love to solve for my clients.
When I’m off the clock:
- 🏎️ F1 Enthusiast: Big fan of the strategy and precision of Formula 1.
- ⛳ On the Green: I enjoy a good round of golf with friends and family.
- 📚 Constant Learner: You’ll usually find me with a book, learning something new to bring back to my clients.
Let’s Work Together
Whether you’re just getting started on your financial journey or you’re looking to refine and optimize your existing plan, I’m here to help. Let’s work together to turn your financial vision into reality.