=
financial planning dallas

Seminar
Our Strategy
Our Strategy
Podcasts
Services
Money Matters Live
Questions, Comments
Donate Today
Follow us on Twitter
Zachary Threadgill JD, CFP®

Financial Advisor

EDUCATION
Juris Doctor
Southern Methodist University
JD - 2006
BBA, Finance, Cum Laude
University of Texas at Arlington
BBA - 2003

BUSINESS EXPERIENCE
2010 to Present: Money Matters with Ken Moraif-Financial Adviser
2006-2010: The Nautilus Group-Tax Attorney/Wealth Planner
2003-2006: CT Investment Firm-Own and Operate Real Estate Investment Co.
1998-2003: TXU Energy

FAMILY
Zac and Tiffany live in Plano, Texas. They have two children, Jacob and Isabella. When not working, Zac loves playing with his kids and spending quality time with Tiffany.

BUSINESS PHILOSOPHY
I believe in treating people how I would want to be treated. In that vein, I hold myself to high standards and know that I am judged by my actions, not words. As part of the Money Matters team, my goal is to give our clients an enjoyable and positive experience in addition to outstanding results.

Contact
Email: Zac@moneymatters.net
Phone Houston: 713-255-1007
Fax Houston: 713-255-1008

Phone Dallas: 469-246-3624
Fax Dallas: 469-246-1610