Zachary Thomas

Wealth Management Team
Written By Guest User

Zachary Thomas

Financial Advisor

Zach Thomas has spent the past seven years working in financial services, ranging from a Fortune 500 bank to start-up financial planning firms. Zach joins us from a Fortune 400 bank where he launched and scaled the Wealth Management Platform over the past three years from scratch to a $50 Million AUM platform in the Austin Metro area. Zach's primary focuses were cultivating key partnerships in the bank with the commercial lending team, building and managing a $50 Million portfolio of diverse clientele, and leadership development of his team. Here at Heritage, in Zach's role as a Relationship Manager, he quarterbacks our client relationships at the intersection of Wealth Management, Tax Planning, Estate Planning, and Insurance.

Zach is very involved in his church community, traveling the world with his wife Krista, and is an avid Cross Fitter.

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