Zach Driscoll

CPA

Associate Wealth Advisor, Wealth Management

Services: Wealth Management

Industries: Broker Dealer, Financial Services, Nonprofit, Public Charities

Project name

As an Associate Wealth Advisor, Zach works closely with individuals and families to bring clarity and organization to their entire financial picture. Zach creates personalized plans that encompass budgeting, investments, retirement planning, education funding, tax strategies, insurance, and estate considerations. His goal is to help clients make confident financial decisions and stay on track toward long-term success.  

Zachary (Zach) Jerome Driscoll holds an active CPA license in Minnesota.

Interesting tidbit

Zach loves spending time outdoors with his wife and daughter and competing in pickleball tournaments. He is a former professional and Division 1 ice hockey player and loves to stay involved with hockey in his community. 

Certifications

Certified Public Accountant 

Licenses

Series 7, Series 63, Series 65 

Community
  • Member – American Institute of Certified Public Accountants (AICPA) 
  • Volunteer – Alexandria Area Youth Hockey Association 
Education
  • BS/Accounting- Bemidji State University
  • MBA- Bemidji State University

Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.