My passion for saving and investing started at a young age when my father offered me a deal of lifetime. Just as employers often match employee contributions to their 401k plans, my father matched my contributions into my savings account. Every dollar I made from my allowance, mowing neighborhood lawns, and working at local Iowa farms, he matched. What was the catch? Every dollar I spent before I was eighteen, I had to give him the dollar he gave back. The lesson was obvious, but nonetheless valuable; I understood the importance saving today to enjoy the benefits tomorrow.
I took that great life lesson and ran with it. I went to the University of Northern Iowa in the fall of 2015 where I studied Finance with an emphasis in Investments, Accounting, and Business Economics. I had an absolutely fantastic time at UNI, but I sought a greater challenge, so I decided to immediately pursue a Specialized Master's of Finance at the Ohio State University. I also decided to pursue the coveted CFA designation while in school; I'm currently a Level II CFA candidate.
After finishing graduate school in May of 2020, I started Zenith Wealth Management LLC. Ever since, I've been helping my family, close friends, and clients achieve their financial goals. Through my experiences, I've become a firm believer that with a combination of patience, persistent saving, and prudent investing, almost any financial goal is obtainable. This is great for me, because I love helping people get there. Whether its preparing for retirement, a major life purchase, or just looking to make some improvements, I would love to hear your goals; I may be able to help.
TJ Morris
Managing Member