I founded Zagmout and Company on the premise of delivering high quality services provided with a level of customization and support that is the hallmark of a boutique firm.
I seek to provide solid, professional advice on ways to work toward a client’s financial goals. I take an active role in educating clients about matters concerning retirement; tax-advantaged investing and advanced financial planning. My goal is to deliver professional wealth management through sound advice, helping create value, focus, and understanding.
Prior to Starting my firm in 2015, I gained extensive experience serving high-net-worth clients in the private wealth practices of the Northern Trust Company, Merrill Lynch, Andersen Tax, and Deloitte Tax LLP. I also served honorably in the US Army Special Forces.
I am a licensed Certified Public Accountant (CPA), and received a bachelor’s degree in Accounting and Economics from Wesley College, and a Master's degree in Taxation & Computational Finance from DePaul University.
I serve on several non-profit boards and volunteer with my family in many community projects and activities. I enjoy long distance running, golf, and sailing. I live in downtown Chicago with my wife Sandra and our daughter Marie.