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Zachary Terwilliger, Financial Advisor

FINANCIAL ADVISOR
Zachary Terwilliger

4070 Lake Dr SE Suite 203, Grand Rapids, MI 49546opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • College Savings
  • Retirement Income Strategies
  • Retirement Savings Strategies

About Zachary

My journey in life has consisted of graduating with 37 high school classmates in Frankfort, Michigan, studying accounting and finance at Michigan State University's Broad College of Business, and serving private equity clients as a due diligence professional for six years. I've found my current role to be the most fulfilling, which is serving everyday people, helping them reach their life's goals so they may live out their dreams and do the things they most enjoy. Sports have been a big part of my life, so think of yourself as the quarterback, and I am the coach helping you along...

Work History

  • Edward JonesJuly 2024 to Current
  • Plante MoranMay 2023 to April 2024

Education

  • Michigan State UnivMaster of Science

Personal Interests

  • Sports Enthusiast
  • Outdoor Enthusiast
  • Podcasts
  • Reading
  • Traveling

Send Me a Message

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Office Information

Phone

(616) 940-0933

Fax

(844) 843-5587

Office Address

4070 Lake Dr SE Suite 203
Grand Rapids, MI 49546opens in a new window

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