I became a private pilot at an early age. I realize that there are different ways to get to a destination and took that approach as an Edward Jones financial advisor. Every strategy I offer and solution I recommend is based on what's most important to you and your goals.
My background is an advantage to the custom-designed portfolios I create for clients whether preparing for or living in retirement, to sending a child/children to college, to planning out your estate and leaving a legacy. I listen, care and dedicate myself to helping my clients achieve their goals.
My clients often come to me during times of transition, such as leaving a job, retirement or receiving an inheritance. I enjoy the challenge of developing complex, high net worth strategies which often require collaboration with their other professionals such as certified public accountants and attorneys. No two scenarios are the same, nor are the approaches to mapping out the strategies for achieving those goals but I will assist you in getting there.
My branch office administrator, Charlotte Martin, and I strive every day to provide the most ideal client experience that we can. We are proud to be able to serve our community.
Volunteering is important to me. In prior years, I have led, coached and mentored Edward Jones financial advisors at different stages of their careers. I have been president of our town's festival (Oktemberfest). Currently, I coach youth sports programs as well as assist with the Hat & Mitten drive that our office helped start many years ago to help children in need.
I started with Edward Jones in 2007 at Tempe, AZ at one of our corporate locations in various roles assisting clients. Then in 2009, my wife, Lindsey, and I moved back to the Midwest (Iowa) to start our family. I have four children, Kailer (7), Ellianna (5), Madalynn (3) and Evelyn (1). I love spending time with my family.
One of my aspirations is to visit all Major League BasebalI fields!
My Personal Interests
- Real Estate
Office Address20 S 1st Ave
Marshalltown, IA 50158 opens in a new window
Phone NumberZachary M Wahl at (641) 752-3017
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More