Zach Mekler,

Zach’s interest in financial planning and investment management dates back to his childhood, inspired by watching his father and uncle build their respective practices. As a Financial Advisor, Zach combines his passion for finance with a desire to help others.

Before joining Mekler Wealth Management, Zach worked in the private bank at J.P. Morgan, with a focus on the lending side of the high net worth platform. Through years of family discussions, he recognized the need for more individualized solutions to address today’s complex financial landscape. Understanding that each client faces unique challenges, Zach believes the most successful wealth management strategies are developed by truly listening to and understanding his clients' needs. His comprehensive, solution-focused approach, delivered with personal attention and a commitment to his clients’ best interests, sets Zach and his team apart.

Zach holds the Chartered Financial Analyst (CFA) credential and the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. He also carries Series 7 and 66 licenses and is a proud graduate of Indiana University.

A native of Minneapolis, Minnesota, Zach treasures any time spent out of the office with friends and family. When not in the office, he enjoys spending time outdoors golfing, hiking, and bicycling, as well as spending time with his wife Anna, their son Louie, and their dog Jordy.