McBeath Financial Group Welcomes Certified Financial Planner®, Zack Brewer, CFP®
We are excited to announce Zack Brewer, an experienced Certified Financial Planner®, has joined the McBeath Financial Group wealth management team as a financial planner. Zack will help us serve existing and new clients as we continue to grow in our commitment to best-in-class financial services.
Zack Brewer, CFP® joins our team after having built an admirable career in wealth management at a prominent and respected regional bank right here in Bloomington Normal.
As a Certified Financial Planner®, Zack will play a crucial role in helping our clients achieve their financial goals by providing personalized advice, developing comprehensive plans, and offering expertise in various areas of wealth management. This designation is not merely a title; it is a reflection of Zack's commitment to maintaining the highest professional standards and his deep knowledge in various financial planning aspects.
Zack's life is guided by core values centered around faith and family. He is a proud husband to Jenna and a devoted father to their young son, Bennett. These personal values echo the principles we uphold at McBeath Financial Group, including integrity and a deep-seated commitment to serving the best interests of our clients.
Zack's arrival at McBeath Financial Group marks an important milestone for our firm. His professional credentials and commitment to service excellence will undoubtedly enhance our ability to provide comprehensive, tailored financial advice to our clients. But more than that, his addition to our team will significantly contribute to the growth and continuity of our firm. This means we can continue to serve our community better, expanding our capacity to assist more individuals and families in navigating their financial journeys.
We are genuinely thrilled for our current and prospective clients to meet Zack. This is an exciting new chapter for our team, and we're looking forward to sharing it with all of you. So, please join us in extending a warm welcome to Zack – Welcome to the family!
Krista McBeath is an Investment Advisor, Chartered Financial Consultant, a Licensed Insurance Advisor, a Fiduciary, and an experienced tax advisor who specializes in financial planning, investments, and insurance.
She utilizes advanced tools for in-depth calculations that analyze tax and retirement scenarios to help their clients avoid a future tax time-bomb. Whether this means enjoying more of your hard-earned money in retirement or passing along assets to loved ones with less tax burden, planning makes the difference.
Her new book, The Generational Wealth System outlines a holistic approach to preserving lifestyle, wealth and legacy.
