Zac Anderson is the Director of Holbrook & Manter’s Private Wealth Group. He joined Holbrook & Manter in 2016, concentrating on taxation. His areas of focus include real estate, family/closely held businesses, high net-worth families, professional athletes, and trust and estate planning.
Zac’s main goal with his clients is to be a true proactive holistic advisor. He believes each client has their own unique tax planning opportunities. Those needing guidance with private wealth from across the United States and beyond turn to Zac to help them navigate complex tax planning issues. He assists them in staying compliant and financially successful through constant communication and working partnerships with their other advisors.
Zac is a native to Cincinnati and attended The Ohio State University. Before joining H&M Zac interned with Deloitte and the Ohio Department of Taxation. Zac is a current member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants (OSCPA). He was selected for and graduated from the Columbus Chamber of Commerce Elevate CBUS leadership program.
Zac and his wife, Leda, are in the throes of raising two young kids. They reside in Columbus and are involved with various community organizations. Zac’s love for his family has only grown the passion he has for helping his clients grow and secure their legacy for future generations.