Broker Check
Zach  Perez

Zach Perez

Managing Director

Based in southern Wisconsin, Zach will be working remotely, seamlessly connecting with clients to understand and address their financial needs.

Throughout his career, Zach has steadfastly adhered to the principle of putting clients first, understanding their wants and needs to deliver personalized financial solutions. He is eager to lead our dynamic team, adding value to clients' lives and fostering community growth.

Zach's roots run deep in Wisconsin, having been born and raised in Pleasant Prairie and educated in Kenosha. His upbringing instilled in him a strong work ethic, evidenced by his early days working in his parents' catering business. Now, Zach and his wife Brenda have made Okauchee Lake their home, where they enjoy the company of their two daughters, Vivian and Vera.

With Bachelor of Business Administration degrees in Finance and Marketing from the University of Wisconsin-Milwaukee, Zach embarked on his financial services journey in 2009, a period marked by uncertainty and volatility in the market. His unwavering commitment to his clients during that time has left an indelible mark on his approach, prioritizing transparent communication, and understanding of risk tolerance.

Having worked with esteemed institutions such as Edward Jones, Northwestern Mutual, and Mutual of Omaha, as well as owning his own wealth management firm, Zach brings a breadth of expertise to Lakeshore Financial Group.  Zach is a registered representative of Equity Services, Inc.  He is securities-registered in Wisconsin, and offers insurance in Wisconsin.  

Beyond his professional pursuits, Zach is deeply engaged with his community, actively involved with Divine Redeemer Lutheran Church and local chambers of commerce in the Milwaukee area. Living by the serene shores of Okauchee Lake, Zach and his family relish spending their free time boating and indulging in various lake activities. A true family man, Zach takes joy in guiding his daughters through the culinary arts, sharing moments and creating memories over their favorite dishes of pancakes and quesadillas.