18 years ago, I entered the finance industry fresh out of college without a single client in my book of business. Scherer Capital Management, Inc. exists today thanks to my family and friends and their trust and support they gave from the beginning. Every client household in our firm stems from a referral given by those individuals. These connections grew outward from family members to friends, to colleagues and out to their family and friends. Our core values are derived from these priceless relationships and created our foundation for who we are at Scherer Capital. Thank you for your trust over the years and we look forward to guiding you through your financial journey.
Zachary Scherer, ChFC®, CLU®
President and Financial Advisor
zscherer@scherercapitalmgt.com
With 18 years of experience in wealth management and financial advising, Zach Scherer joined The Spectrum Financial Group, Inc. as an associate in 2005 with a focus on a comprehensive insurance management. Over the past decade he has expanded his practice to that of a focus on fee based comprehensive wealth management.
In 2019 Zach opened Scherer Capital Management, Inc to focus on partnering with clients to develop and implement strategies designed to give clients time and peace of mind to enjoy retirement as well as the journey.
Zach brings a wealth of experience in analyzing personal financial situations for clients and introducing a strategy to help them achieve their goals. His expertise in cultivating relationships and providing superior customer service to those clients aligns with Scherer Capital’s mission plan. Zach looks to provide clients with advice designed to achieve each of their individual financial goals through a holistic planning process, while helping them to understand each investment, creating an overall positive experience.
Zach received his Bachelor of Risk Management and Insurance degree from Ball State University of the Miller College of Business, where he was also an athlete for the cross country and track program.
Zach Scherer is a Registered Investment Advisor Representative, who holds a Series 6, 63 and Series 65 FINRA registration. He also has his Life and Health Insurance License.
Lindsey Scherer
Director of Operations
lscherer@scherercapitalmgt.com
Lindsey brings her passion for business and personal finance to her work through collaboration with husband Zach Scherer to help define their brand and work to achieve their vision for Scherer Capital Management. Her primary roles are overall direction and coordination of the business, including Office Administration, Client Relations, Website management, Marketing and Communications initiatives and Business Development.
Lindsey offers client support through regular communication about account transactions, answers client inquiries and maintains the flow of information between the client and Zach to ensure an exceptional experience. Lindsey is an Associated Person through Securities America but does not offer securities or investment advisory services.
Prior to joining Zach as his support staff back in 2017 where she first started her administrative work, she was an independent stylist for 10 years where she managed her own salon clientele and business. Lindsey also worked independently through Joico International as an educator for the brand teaching technical skill and product knowledge for 3 years.
Outside of the office Zach and Lindsey enjoying spending time with their three children, Ryder, Sienna and Weston as well as their fur child, Enzo.
Family Centered
Our business is built on a foundation of strong relationships. When you join us, you become part of the family.