Experience

Steve’s introduction to capital markets and investment advice started at James Madison College at Michigan State University.  He saw first-hand how the educational system has failed to ready most of the public with even the most fundamental principles of personal financial planning or investment management.  Today, Steve remains driven to help simplify the complexities surrounding the financial planning and investment management experience. He does this through clear and easy-to-understand solutions for his clients’ important financial decisions.

A focus on business owners and executives

As the owner of a privately held business, Steve brings experience and understanding to the difficult decisions business owners and executives face every day. By leveraging the experience of his team, as well as the global resources of UBS, the entire Riebe Sampson Wealth Management team is positioned to guide their clients in comprehensive financial and business planning. 

Steve’s CEPA (Certified Exit Planning Advisor) accreditation equips him to oversee and coordinate the development of a master plan for an exit or sale of a privately held business. Working alongside clients through the full cycle of their personal and business planning objectives, he helps integrate all aspects of their financial lives into a comprehensive exit plan, including investment and risk management, as well as legal, tax and insurance challenges.

As a Chartered Financial Consultant® (ChFC®), Steve is committed to the highest standard of professional ethics and principles. He earned the designation from the Solomon L. Hubner School of the American College of Financial Services, where he was also awarded a certificate in financial planning as part of his studies.

Zach heads up the Riebe Sampson Wealth Management financial planning team. In his multi-year role as Wealth Planning Associate for multiple UBS offices in the North and Central Texas markets, Zach worked closely with a multitude of financial advisors as they helped clients from varied backgrounds pursue their goals through comprehensive financial planning and wealth management solutions.

Zach's in-depth financial planning knowledge and experience helps provide invaluable expertise in the full spectrum of planning needs, including retirement income and cash flow analysis, retirement plans and employee benefits, estate and multigenerational planning, risk and liability planning, business continuity and succession, charitable giving, and others.

In addition to his experience at both Houston Asset Management and UBS, Zach has achieved the prestigious CERTIFIED FINANCIAL PLANNER (CFP) and Accredited Wealth Management Advisor designations.

Zach earned his bachelor's degree in Finance from the University of Arkansas, and went on to earn a Master's degree in personal financial planning from Texas Tech University.