About
Zeke joined Wealth Enhancement Group in 2022 and has been in the financial services industry since 2014. As a CERTIFIED FINANCIAL PLANNER™ professional, Zeke uses the financial planning principles to help his clients with retirement, tax, estate, education and insurance planning based on their individual goals and concerns. During his free time, Zeke loves to travel, participate in Spartan obstacle course races, play tennis, and host board game nights with friends.
Education
- BS, University of Maryland-College Park, MS - Personal Financial Planning, College for Financial Planning
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Acting as an executor means taking on the responsibility of managing and distributing a deceased person’s assets according to their will. This role includes legal, financial, and organizational duties, as well as patience and diligence. To help guide you toward a more successful outcome, we’ve outlined ten common steps for executors.
