Zachary Chavira joined Donaldson Capital Management (DCM) in August 2017 as a Retirement Plan Advisor. He is responsible for strategically assisting the Director of Institutional Services in the growth and processes of DCM’s third party institutional channels.
Zach graduated from The University of Southern Indiana in 2015 with a Bachelor of Science degree in Finance with a minor in Business Marketing. During the first part of his collegiate career, he worked part-time as Business Development Specialist at Tri-State 401(k) Administrators, located in Evansville, Indiana at the time. Through that role, Zach learned the basics of qualified ERISA retirement plans such as tax filing, plan design, and testing requirements. Zach then moved on within his second role during his collegiate career as a Financial Stability Specialist with the non-profit program called Bank On Henderson, located in Henderson, Kentucky. Through this role, Zach successfully facilitated relationships with local banking partners in order to reach the unbanked and underbanked members of the community.
After graduation, Zach joined Ameriprise Financial in downtown Henderson, Kentucky as a Financial Advisor. He quickly obtained his Series 7, Series 65, Series 63, and Life Insurance Licenses and was tasked with the sales and service of the local franchise’s qualified plan business segment. During his tenure in this capacity, Zach learned how to lead Plan Sponsors and Plan Participants to be highly educated with ERISA governed retirement plans to ensure they were set up for financial success.
Zach loves supporting local businesses, is a member of Rotary Club, avid golfer, boater and loves the opportunity to spend time with family and friends.