As I celebrate my 20th year in Wealth Management, I think back to 2005, fresh out of college, without a single client in my book of business. Scherer Capital Management, Inc. exists today because of my family and friends and the trust and support they gave from the beginning. Every client at our firm started as a referral from those individuals. These connections grew outward from family members to friends, colleagues, and on to their family and friends. Our core values are derived from these priceless relationships, which have created the 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 20 years of experience in wealth management and financial advising, Zach Scherer joined The Spectrum Financial Group, Inc. as an associate in 2005, focusing on comprehensive insurance management. As the industry developed and changed, Zach shifted the firm to specialize in fee-based, comprehensive wealth management.
In 2019, Zach and his wife, Lindsey, opened Scherer Capital Management, Inc. to focus on partnering with clients to develop and implement strategies designed to give you time and peace of mind to enjoy life on your journey to retirement and beyond.
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 financial goal through a holistic planning process while helping them understand each investment.
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 in the cross country and track program.
Zach Scherer is a Registered Investment Advisor Representative with 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.
Before joining Zach as his support staff back in 2017 at Spectrum Financial, she was an independent hairdresser for 10 years. Lindsey also worked independently through Joico International as an educator for the brand, teaching technical skill and product knowledge.
Outside of the office Zach and Lindsey enjoy spending time with their three children, Ryder, Sienna and Weston, along with 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.