Zachary Thomas, CFP®

Owner

(737)-215-8317

I’m Zachary Thomas, CFP®, Owner of Growth Horizons Wealth Management. My journey in Wealth Management began with a strong desire to help others after seeing my grandfather's financial struggles after exiting his business. I've combined my business acumen, gained from him, with my work ethic from my parents who worked as a middle-school teacher and at the post office. I started at Wells Fargo, later spearheaded a wealth management department at Cadence Bank, and then joined Heritage Family Offices to offer comprehensive services. Today, I'm fully independent, leveraging technology while maintaining a personal touch. We operate in a fiduciary capacity, prioritizing clients' interests.

Beyond finance, I'm a loving husband, fitness enthusiast, devout Christian, and nature lover with a passion for planning and action.

*CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Contact

Office: (737) 215-8317

601 Quail Valley Drive

Georgetown, TX 78626

[email protected]

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*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.