Zach Hamilton

Zach Hamilton is a financial planner and wealth management enthusiast who has been deeply influenced by his family's background in the financial industry. With a father who is an investment manager and a grandfather who worked as an insurance agent, Zach grew up surrounded by diverse financial perspectives, sparking his passion for financial planning.

Zach sees his role with clients as a chance to simplify complex financial concepts and provide tailored guidance for each individual's unique circumstances. He works with clients who understand the impact of their financial decisions not only on themselves but also on their families, charitable causes, and personal legacies. Many of his clients have philanthropic goals, and they rely on Zach's expertise to further their impact.

Beyond his professional life, Zach has a background in tennis as a player and coach but now enjoys playing pickleball. He and his wife Katie are dedicated parents to their son Jasper and are actively involved in volunteering with Young Life and their church's children's ministry.

Zach pursued his education in finance and marketing at Gonzaga University's School of Business Administration, where he honed his skills and knowledge in these areas. Additionally, he attended Bellarmine Preparatory School and Life Christian Academy, laying the foundation for his academic journey.

With a career that includes roles at Alterra Advisors as a Financial Advisor, Pacific Capital Resource Group as a former Financial Advisor, and Vector Marketing as a Sales Representative, Zach has cultivated a diverse skill set that combines financial expertise with a commitment to client service and community involvement.