I have been serving the financial needs of clients in Franklin County since 2013, when I opened our branch in Rocky Mount, VA. While I love to work with those in my local community, we also serve clients throughout the U.S. and are open to working with anyone who is a serious long-term investor.
My primary business revolves around addressing clients' complete financial needs which include retirement, savings solutions, education planning, estate planning and protection needs. We also assist business clients with retirement plans and business insurance needs, such as key man policies and buy/sell agreements. When clients work with us, they should expect that we will take time to become deeply familiar with their individual situation and what is most important to them so that together, we can create a strategy tailored to their specific needs and goals.
In my free time, I enjoy being involved in my community, including serving in a leadership capacity with Community Partnership of Franklin County, the Rocky Mount Lions Club, the Smith Mountain Lake Regional Chamber of Commerce and service to our church. My wife, Bridgett, and I live in Franklin County with our three children, Brett, Grant and Grace, and our dog, Oscar. Whenever possible, you will find us outside as we enjoy fishing, hunting and working on our land. I am also a huge sports fan and played linebacker for Bridgewater College and worked my way through graduate school at Virginia Tech as a GA in the athletic department.
If you have any questions or if I can help you, your family or someone you care about, please feel free to reach out to our office any time.
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Charitable Giving
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Sports Enthusiast
- Community Outreach
Phone NumberZach Wimmer at (540) 484-0203
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