Zach Barber, CFP®

Zach joined D.A. Davidson in 2018 and brings his finance and insurance background to the WhitePeak team. Zach grew up in the Flathead Valley before graduating from Concordia College in Minnesota with a bachelor’s degree in business finance. Prior to joining D.A. Davidson, Zach worked with Horace Mann providing insurance and financial solutions to educators across Montana, Minnesota and North Dakota. Zach focuses on creating financial plans for clients and servicing employer sponsored retirement plans. He holds Series 6, 7, 63, and 65 licenses in 39 states as well as Montana, Washington and Arizona Insurance Licenses.

Zach enjoys Montana’s beautiful Flathead Valley where he spends time hiking, skiing, and on the lake. He is a member of the Kalispell Daybreak Rotary Club and Northwest Montana Estate Planning Council. He looks forward to creating new relationships in the communities we serve.