Zachary Tekamp, CFP®, EA
Director of Financial Planning
Zach Tekamp works closely with our wealth advisors to develop comprehensive financial planning analysis to help our clients clarify and achieve their long-term financial goals. He is passionate about developing individualized strategies for our clients that consider each part of their financial picture.
Zach’s calling to pursue a career in financial planning is fueled by his family’s adversity with financial hardships and his determination to help others who encounter similar circumstances.
Originally from Norfolk, VA, Zach graduated summa cum laude from Virginia Tech receiving a Bachelor of Science degree in Finance, with a concentration in financial planning. During his four years in Blacksburg, Zach was actively involved in the Sigma Chi fraternity and the Financial Planning Association student chapter.
Zach received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards, Inc. in June 2021. He is also a member of the Financial Planning Association of the National Capital Area. He continues to participate in local chapter events to stay educated on changes and improvements in the financial planning profession.
Zach became an Enrolled Agent with the Internal Revenue Service in August 2021. An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation, and who is empowered by the Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.
Outside of the office, Zach enjoys spending time with family and friends, working on his golf game, and rooting for the Virginia Tech Hokies and New Jersey Devils.