Bringing Confidence to Your Investment Planning

Our Team strives to have a valuable impact and build a sense of belonging in our community. We offer holistic plans and personalized strategies that empower both us and our partners to help achieve each of our own greatest potentials and instill a sense of fulfillment.

Our use of an effective, efficient, and streamlined process allows us to focus on what matters most. Leveraging tools, resources, and relationships in our network will continue to hone our process and refine the value we provide as we strive to stay on the leading edge while the industry evolves.

We strive to be the cornerstone of our partner's team by providing competitive financial expertise. Our process will identify and quantify both goals and risks in the near, mid, and longer-term. Through planning we attempt to mitigate risks, striving to help you feel more secure with your needs, and comfortable with your wants.

Meet the Financial Advisor

Zach Firestone

It's a pleasure to meet you. As a financial advisor with Wells Fargo Advisor, I want to understand what is important to you. Through my established process and holistic approach, we'll build your personalized strategy. Together we'll explore customized options designed to help achieve your goals. Then we'll stay in touch to help make sure we stay on track over the years.

Get to know me better. Check out my bio.

Your Financial Roadmap Starts Here

Navigating your financial journey is easier when you have the right tools and guidance. By exploring this site, you'll gain insight into how we help clients pursue meaningful goals, understand our personalized approach, and discover investment opportunities tailored to your needs. Whether you're setting goals or refining your strategy, this site is your starting point for informed financial choices.

Your Goals Our Process Custom Options Staying Informed

Helping You Achieve What Matters Most

We work with individuals and families to help identify and pursue their most important financial goals—whether it's retiring comfortably, funding education, managing risk, or leaving a legacy. This section outlines the key areas where we provide support and the strategies, we use to help you move forward with confidence.

Explore Goals we will help you achieve

A Personalized Approach to Financial Planning

Every client relationship begins with understanding. Our process is designed to uncover your priorities, assess your current financial picture, and build a customized plan that evolves with you. Learn how we collaborate with you every step of the way—from initial consultation to periodic reviews.

Learn more about our process.

Exploring Tailored Options Together

This section highlights the range of cash and investment options we can explore based on your goals and comfort with risk. Whether you're looking for conservative strategies, moderate growth, or more aggressive opportunities, we’ll work together to find the right fit. You can choose to be hands-on in the decision-making process or delegate to our investment team after selecting a risk level that aligns with your preferences. It’s all about exploring options that make sense for your Plan and that works for you—on your terms.

Explore our custom options.

Explore Insights & Market Perspectives - As much or as little as you prefer

Through the Wells Fargo Investment Institute’s in-depth analysis of the markets and economy, you’ll have access to timely insights that help make sense of what’s happening—and what it could mean for your plan and portfolio. Whether you prefer a high-level overview or want to dive deeper, you can explore our Weekly Market Commentary, Monthly Roundtable, or Biannual Market Outlook. As your personal advisor, I’ll keep you informed when opportunities arise or when adjustments may help manage risk.

Learn more about Our Insights

Learn more about the Weekly Commentary

Learn more about the Monthly Roundtable

Learn more about our Market Outlook