Zach Bloom
Helping You Take the Next Step Toward Retirement Confidence
Retirement planning can feel overwhelming, but Zach believes it doesn’t have to be. His goal is simple: to provide individuals and families with the information and resources they need to make confident financial decisions—without pressure, just clarity.
Zach has always been passionate about smart financial choices, inspired by the belief that financial freedom leads to a more fulfilling life. One of his favorite quotes from Dave Ramsey is, “Debt makes you a slave to work.” That truth has driven him to prioritize budgeting and debt management in his own life. Now, he’s excited to help others step into retirement with confidence, knowing they can use the assets they’ve saved to live the life they’ve dreamed of.
Understanding that every retirement journey is unique, Zach takes a personalized approach to financial planning. His role is to connect families with the right tools and advisors to navigate their retirement questions. He sees himself as a guide, ensuring clients have access to the best insights and expert support when they’re ready.
Zach holds a degree from IPFW and has completed Dave Ramsey’s “Financial Peace” program. Currently, he is working toward his life/health license and Series 65 certification to further support families in their financial planning journey.
Outside of work, Zach’s world revolves around his wife and two kids—they are his why. He and his family spend much of their time at the lake, boating, jet skiing, and fishing. He also has a passion for target shooting, working on cars, and deepening his faith. A fun fact about Zach? During college, he and a friend built and sold niche auto parts to performance shops and car enthusiasts—an exciting venture that fueled his love for cars.
When Zach reaches out, it’s not about a sales pitch—it’s about helping people find the answers they need to retire with confidence. He’s always ready for a conversation when the time is right.