Zachary Zewiske’s path to wealth management is not the one most people take - and that is precisely what makes him a better advisor.

Zach studied Spanish at the University of Wisconsin-La Crosse, then spent several years as a personal trainer leading exercise rehabilitation programs for cancer survivors. That work focused on helping people navigate uncertainty and building a better future - turned out to be excellent preparation for financial planning. He then joined Charles Schwab, where he spent more than three years as a Client Relationship Specialist and Financial Consultant Partner, in an associate advisor role working alongside senior advisors and their clients, running financial plans and managing relationships. By the time he earned his CFP® designation, he had already developed a genuine instinct for what clients need most: someone who listens, explains things clearly, and helps them feel empowered to make financial decisions.

At Nadler Financial Group, Zach works with clients on retirement and financial planning, portfolio rebalancing, and the kind of ongoing financial education that helps people feel confident about the decisions they are making. He defines success simply: a client who is better positioned now than before they started working together.

Zach holds a Bachelor’s degree in Spanish from the University of Wisconsin-La Crosse and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Outside of work, Zach loves spending time outdoors - by the lake, on trails, wherever the weather cooperates. He is an avid Wisconsin sports fan. And for those keeping score, he is also the reigning co-champion of a spice competition, a title he holds with the appropriate level of pride.