Zachary Armstrong, CFA®
As part of an advisory team, Zack works to provide comprehensive wealth management solutions to help clients achieve their financial goals. He understands that it is important to get to know his clients so that he can create the best comprehensive, customized financial plan for the, including portfolio management, tax strategies, wealth transfer considerations, retirement analysis and education planning.
Zack earned a Bachelor of Arts in Finance, with a minor in Economics, from Michigan State University. Zack is a Chartered Financial Analyst (CFA®) charterholder, and also holds a Michigan Real Estate Salesperson License. Alongside his role with Siena Wealth Advisors, Zack is actively involved with Siena’s sister company, Siena Accounting, preparing taxes for individuals and small businesses. He also works extensively with Siena Retirement Services helping develop new and current employer-sponsored retirement plans.
Zack is a member of the board of directors for the Ronald McDonald House of Mid-Michigan, as well as a member of their executive committee. He also serves on the committee for Ronald McDonald House, helping organize and execute their Run for the House 5K Run/Walk and 10K Run. Zack serves as Vice President for the Lansing Regional Chamber of Commerce and serves as Treasurer for Lakeside Village West.
Prior to joining Siena Wealth Advisors Zack served as a Private Equity Intern for The Behring Group in Danville, California, heavily involved in their commercial redevelopment and valuations. Also, he was a Credit Intern for Greenstone Farm Credit in East Lansing, Michigan.