Moneta Partner Zach Han strives to deliver “Raving Fan” service to every individual client. He does this by helping each client understand their current situation and assisting them to establish and accomplish realistic goals.  

From high-performing executives with equity compensation, to physicians with multiple sources of income and sales professionals in the medical distribution space, Zach’s exposure to various unique and comprehensive planning opportunities during his time at Moneta provides his clients with a significant value add. Zach’s experience navigating the complex landscapes that come with these circumstances also helps him effectively collaborate with the necessary specialized experts to execute strategies optimized for accomplishing his clients’ long-term vision. 

Zach joined the Sheehan Steffens Akins Han Team as a Client Service Manager in 2007. With the mentorship of Partner Jim Blair, support from his team, and trust from his clients, Zach was promoted to Advisor in 2015 and Partner in 2023. He looks to continue building trusting relationships and strong rapport among clients and peers. His goal is to ensure their clients’ best interests remain at the heart of everything they do, and to provide service that continually raises the bar. 

Zach earned his B.S.B.A. in Finance from Saint Louis University in 2007 and holds the CERTIFIED FINANCIAL PLANNER® designation. 

Outside of Moneta, Zach serves as Board Chair of Salem United Methodist Church and stays active in coaching his son’s hockey team. He enjoys playing hockey, skiing, and golfing.  

Zach is a native to Cincinnati and now resides in St. Louis. 

• CERTIFIED FINANCIAL PLANNER®