Zac Ritchey, CFP®
Partner, Managing Director
Years of Experience: 10 years
Educational Background:
- B.S., Financial Planning and Financial Management,
from Western Kentucky University, Honors College,
Summa Cum Laude Ogden Scholar Award
Designations:
- Completed CFP Board Registered Program
- Zac is a CERTIFIED FINANCIAL PLANNER TM
Other Notable Information:
- Zac assists families with complex wealth in avoiding unintended consequences of critical decisions. He works with business owners and entrepreneurs to assist with multi-generational wealth transfer planning, sale transactions, complex cash flow and tax planning, intentional philanthropic planning, and optimizes wealth preservation and growth strategies within his client’s customized portfolios.
- Zac leads a team of wealth professionals dedicated to providing comprehensive family office services catering to the unique needs and goals of ultra-high-net-worth families.
- In 2022, Zac was recognized in Forbes Magazine as a Top Next-Gen Wealth Advisor; he is rated #26 in America and #1 in Nebraska.
- Zac is on the board of the Child Savings Institute and supports a variety of other charitable organizations including Juvenile Diabetes Research Foundation, Crohn’s & Colitis Foundation, and Habitat for Humanity.
- Originally from Atlanta, Zac now resides in Omaha, NE, with his wife Sarah, his son Calvin, and their German Shorthaired Pointer Georgia. He enjoys being active in his country club, upland bird hunting, deer hunting and fishing.