Zach is a proud Tulsa native. Whether he’s on the golf course, cheering on a sporting event, dining at a favorite restaurant, or even out walking his dog, Zach embraces all Tulsa has to offer. He and his family treasure their time at the “Lonergan Lodge”, a family-built lake house on Grand Lake, which serves as a favorite gathering spot for friends and loved ones.
Zach graduated from Oklahoma State University with a Bachelor of Science degree in Finance. His passion for financial services began early and has always been his career aspiration. Zach began independently trading while still in high school, which led him to take financial management and investment classes.
Prior to joining the industry, Zach pursued a career as a golf professional, where he played competitively, taught lessons, organized tournaments, and focused on the overall customer experience. This helped him develop strong interpersonal and leadership skills.
Zach took his first step into the industry with a position in insurance, where he gained valuable experience while earning his security licenses and developing his client management skills before ultimately joining Lonergan Advisors, LLC. Zach holds a series 6, 63, 65, and 7 securities licenses and is passionate about guiding clients to make intelligent financial decisions and explore the possibilities for their future.
Zach and his family are members at First Presbyterian Church. He is also a proud member of the Tulsa Estate Planning Forum. Committed to giving back, Zach supports local charities by sharing his time, talent, and resources to make a positive impact.