ZACH GAY
2244
portfolio_page-template-default,single,single-portfolio_page,postid-2244,bridge-core-2.5.2,qode-quick-links-1.0,ajax_fade,page_not_loaded,,qode-title-hidden,qode_grid_1300,hide_top_bar_on_mobile_header,qode-theme-ver-23.7,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-7.5,vc_responsive,elementor-default,elementor-kit-1402

Core Philosophy:

I am committed to taking a comprehensive team-based approach in pursuit of helping our clients achieve their individual goals. I strive to build strong relationships with each client to better understand their situation and how to approach it. I am devoted to continuous education regarding how I can best help our clients with their financial goals.

EDUCATION

Eastern Kentucky University (B.B.A. Management)
2023

ZACH GAY

Contact Info

Trust Administrator
859-238-0669

Primary Responsibilities:

  • Works directly with trust clients to review and explain trust plan, performance and answer questions
  • Prepares trust’s tax returns, including Kentucky Inheritance and Federal Estate Tax returns
  • Maintains trust’s records

 

FOR CONTACT INFORMATION