With over eight years of industry experience, Zach Wood serves as a Team Performance Specialist, dedicated to coaching advisors and colleagues to reach their full potential through learning and leadership strategies that emphasize collaboration, teamwork, and progress. Zach’s journey into the financial industry was inspired by his wife’s passion for helping others with financial concerns, leading him to pursue a role in advising.  Zach’s diverse background, ranging from coaching to various roles within financial services, has equipped him with a unique perspective on high performance and comprehensive understanding of the industry. His passion for self-mastery and helping others explore their capabilities drives his commitment to fostering meaningful conversations about work’s role in achieving their higher-level aspirations, enriching both their professional and personal lives.

Meet Our Team