Zachary Kountz, CFP®
Zach joined Swisher Financial Concepts in June of 2016. Introduced to the firm by a friend from church, Zach quickly realized what set SFC apart. The environment created by its leadership has been perpetuated by a team with similar values. As a small business, we prioritize family time, community engagement, and a healthy work-life balance. Our process is client centric; every decision has one, unifying theme: what’s best for the client? With that, we continue Gary Swisher’s legacy and vision for a financial planning firm that serves our local community with care and integrity.
After receiving his Bachelor of Science degree in Financial Planning from Franklin University, Zach obtained his Life, Health, and Annuities license as well as the Series 7 and Series 66 FINRA securities licenses. Zach prioritizes continuing education and professional development and is an active member of the Financial Planning Association. As a CERTIFIED FINANCIAL PLANNER™ professional, Zach helps clients efficiently manage their resources to create margin, reduce stress, and enjoy their current lifestyle while pursuing future goals.
Zach and his wife, Carrie, live locally in Westerville and love taking advantage of all the city has to offer. You might see them riding on one of Westerville’s many bike paths or dining in a local restaurant. They also enjoy traveling, cooking together, and spending time with their three nieces and two nephews. Zach and Carrie recently started a new chapter in life by becoming foster parents for Franklin County. They feel privileged to be able to demonstrate God’s love to those who need it most. Zach and Carrie worship at North Church in Lewis Center and enjoy volunteering throughout their community.
Soli Deo Gloria