Zachary Leggo, CFS®, CAS®, CIS™, CFF®, WMS℠

Zachary’s passion for financial services began early, watching his father struggle with investing. Despite business success, his father’s anxiety about the markets led to him putting his hard-earned money in low-interest savings accounts and CDs. As a result, he had to save three times as much as the average investor. This motivated Zachary to pursue a career where he could educate others and help them achieve greater financial confidence.

As one of The Affinity Group’s founders, Zachary focuses on creating strategic retirement plans that empower clients to live the lives they’ve always dreamed of — whether traveling the world, perfecting their golf swing or spending cherished time with family. He takes immense satisfaction in witnessing clients achieve their retirement dreams. He believes that a well-thought-out plan can bring incredible clarity, allowing people to focus on what truly matters.

Zachary holds several designations, including Certified Financial Fiduciary (CFF®), Certified Fund Specialist (CFS®), Wealth Management Specialist (WMS™), Certified Annuity Specialist (CAS®) and Certified Income Specialist (CIS™), along with certificates from Harvard Business School.

Zachary and his wife, Ashely, live in Michigan, with their son, Weston, and their dog Bella. In his free time, Zachary enjoys staying active by working out and taking on home remodeling projects. Zachary is committed to promoting financial literacy by being a Dave Ramsey Preferred Coach (RPC) in his free time. ​​​​​​​