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Zachary T. Horn, MBA, CFP®, CMFC®

Shareholder; Investment Manager

Zachary T. Horn, MBA, CFP®, CMFC®

Shareholder; Investment Manager

“True wealth to me is financial security to provide for your family regardless of life's challenges.”

Zach Horn knows that a plan communicated in a language people can understand, no matter how complex it might actually be, is possible in every situation and serves everyone involved in the best way possible. Zach has built many client relationships that are more like friendships and go beyond the normal aspects of planning and management. And that’s just the way he wants it.

Zach has a Bachelor of Business Administration degree in Finance from Ohio University and an MBA degree in Finance from Xavier University. Before joining Foster & Motley, Zach worked for Ameriprise Financial, Inc. as a financial advisor in Columbus, Ohio. He joined the firm in 2007 as the Securities Trader and a member of the investment team. Zach obtained the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Mutual Fund Counselor (CMFC®) designations in 2012. He is now an Investment Manager and shareholder.

In addition to his duties as an Investment Manager, Zach is also the Head of the Investment Management team. In this role, Zach serves as a leader and liaison for Foster & Motley. Zach’s communication skills and initiative help keep our team focused, open-minded to change, and collaborative. 

This exuberance spills over into his personal life. He lives with his wife Lindsay and sons, Zion and Miles, in Mason, Ohio. As they work to raise a family and develop a legacy for the future, Zach knows that his strengths will always lie in the relationships he builds.

Quick Facts:

  • Graduate of Ohio University with a Bachelor of Business Administration degree in Finance, 2005
  • Graduate of Xavier University with a MBA degree in Finance, 2013
  • Earned CERTIFIED FINANCIAL PLANNERTM (CFP®) designation in 2012
  • Obtained Chartered Mutual Fund Counselor (CMFC®) designation in 2012
  • Member, Beta Gamma Sigma honors society
  • President, Ohio University Alumni Association’s Cincinnati chapter
  • Board Member, Ohio University College of Business Society of Alumni & Friends
  • Xavier University Student Mentor
  • Mason/Deerfield Rotary Member