Zachary Scherer, ChFC®, CLU®

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.