ZACH BOSKOVICH
Zach brings more than a decade of experience in financial planning, guided by a principle he learned early in life: a person is only as good as their word. Raised in a blue-collar family, integrity is central to how he serves clients every day. He takes a relationship-driven, fiduciary approach to planning — grounded in service, clarity, and the belief that everyone deserves thoughtful, objective financial advice.
With deep expertise in tax optimization, executive compensation, and business transition planning, Zach helps clients navigate pivotal financial moments with confidence. He focuses on practical solutions, translating complex strategies into clear, actionable plans that support long-term success for families and business owners alike.
Zach holds a bachelor’s degree in finance from Linfield College and completed Boston University’s Financial Planning Program to earn his CERTIFIED FINANCIAL PLANNER™ designation. He lives in Central Oregon with his wife, Brooke, and their two daughters, Emilia and Blake. Outside the office, Zach is an avid college football fan (Go Irish) and enjoys sporting clays, fishing, and spending time outdoors with his family.