Meet Zach

Zach St. James

Zach St. James

      Financial Advisor

      Zach comes to us as a graduate from Wright State University with a background in banking, specifically consumer lending (he no longer directly offers these services). Zach is now taking care of the asset side of clients’ balance sheets as a Financial Advisor with us. He credits much of his success to incredible mentors that have shown him the impact of focusing on long-term, comprehensive client relationships. Zach has earned his CERTIFIED FINANCIAL PLANNER® certification to broaden his industry knowledge. He holds his Series 7 and 66 securities registrations and life insurance licenses. He is also an Accredited Domestic Partnership AdvisorSM (ADPA®). His passion for helping people live their best life and move forward comfortably into retirement is what helps Zach maintain meaningful connections and life-long relationships with clients.

      Outside of work, you can find Zach spending time with his husband, Landon, and their pups, Calvin and Simon. Zach and Landon spend most of their time traveling to see friends and family, trying new coffee shops, and playing pickleball.

      Contact

      Katterhenry Investment Group

      Investment and Insurance Products are:

      • Not Insured by the FDIC or Any Federal Government Agency
      • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
      • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

      This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

      For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

      Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

      Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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