Zach Alexander

Zach Alexander has a diverse work experience in the financial industry. Zach started their career as a Volunteer Income Tax Assistant at Georgia United Credit Union in 2013. Zach then worked as an Intern and Paraplanner at RTD Financial Advisors, Inc. later that year. In 2014, they joined AXA Advisors as an Advisor Assistant, where they assisted with various financial transactions and maintained a professional social media presence for an advisor. In 2015, they worked at Asset Advisors Group, LLC as a Client Service Associate, where they handled tax return preparation, assisted clients with retirement plans, and managed office tasks. Also in 2015, they joined Henssler Financial as a Client Service Associate, and later became a Financial Planner in 2018. At Henssler Financial, Zach managed over $270 million in assets for 150 clients, achieving a 95% retention rate and a net new revenue growth rate of 5% per annum. Their expertise and relationship skills contributed to consistently meeting retention and growth metrics. In 2023, Zach joined Revel Systems as an Associate Account Executive.

Zach Alexander has a Bachelor of Science (B.S.) degree in Family Financial Planning from The University of Georgia. Additionally, they have obtained several certifications, including the Chartered Retirement Planning Counselor ™ from the College for Financial Planning in February 2021, the Series 65 - Uniform Adviser Law Examination from FINRA in December 2019, the Behavioral Financial Advisor™ from Kaplan in October 2018, and the Volunteer Income Tax Assistant certification from the Internal Revenue Service in January 2013.