Zac is a Certified Financial Planner™ and a former tax attorney. He studied accounting and finance prior to law school. He spent several years helping high net worth clients with estate tax needs before finding his true passion, financial planning. Zac enjoys helping clients think through retirement decisions logically and helping them frame the decisions they face in a manner that focuses on the important factors.
Adam is a Certified Financial Planner™ and licensed attorney. He joined the United States Marine Corps out of high school. Adam achieved the rank of Sergeant and proudly led Marines during combat operations. Upon being honorably discharged from the Marine Corps, Adam attended the University of Texas at Austin for his Bachelor of Arts. He went on to earn his Doctorate of Jurisprudence from the University of Texas School of Law. Adam has been married to his wife Sydney for 11 years. They have one adopted son and two foster babies.