Zach Bennedsen


Financial Planner & Project Manager

Zach is a Certified Financial Planner™ who has honed his craft at advisory firms big and small. He joins the team as a financial planner and project manager, working directly with clients towards their goals and with team members to continually improve Upstart’s infrastructure and processes.

Zach is just as happy coaching a client through a complex financial decision as he is designing schema to help an organization run more efficiently. He thinks of these two disparate skillsets as complementary; individual client needs illuminate what can be improved upon or built from scratch to better serve all clients.

His free time is allocated according to the seasons; skiing in the winter and hiking in the summer.

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