Zach Joiner is one of Archford Capital’s Wealth Management Advisors. He brings to Archford over 10 years of experience in financial services industry. In his previous role, Zach was a lead wealth advisor helping to manage $230 million in client assets. Zach’s experience has taken him from one of the largest brokerage firms in the country to banks and to independent planning firms. He prefers the independence of Archford because of their ability to tailor each client’s plan to their own specific needs.
Zach’s experience centers around holistic wealth management, which includes: portfolio allocation, financial planning, tax planning, risk management, and estate planning. Zach has also worked with small businesses to help them run their employer sponsored retirement plans. As a Certified Financial Planner (CFP®), Zach is always focused on doing what is in his client’s best interest.
Zach graduated from Southern Illinois University Edwardsville with a Bachelor’s Degree in Business Administration with a specialization in Finance. Outside of work Zach enjoys cooking, golfing and bike riding. He and his wife Ashlee live in Edwardsville with their son, Jack, and two dogs.