Our Team

Back to All

Zack Willms

Zack Willms

Advisor Analyst

Zack is an Advisor Analyst at Redwood Investment Management. In this role, Zack partners with financial advisors to drive better investor outcomes and enhanced client satisfaction utilizing Redwood’s 3-Step RiskFirst® process.
Zack graduated Summa Cum Laude with BSBAs in Finance and Business Management from the Eller College of Management and a minor in Spanish from the College of Humanities at the University of Arizona. He was one of eight Arizona Eller business students to participate in the highly competitive Wall Street Scholars Program.

Thinking RiskFirst®?
Let's Talk.


Is your advisory business a good fit? Consult with a Redwood Advisor Analyst today.