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Our Firm

Meet Our Team

David Zachrich, CFP®

David Zachrich, CFP®

David has over 30 years' experience working with individuals and businesses in the area of financial and retirement planning. He believes in building long-term client relationships and providing a creative and personal experience for each client with great attention to detail.

David has held the prestigious Certified Financial Planner™ designation since 1990 and is also an Accredited Investment Fiduciary®. Originally hailing from Toledo, David is happily married and a dedicated father of three. He is an avid sports fan and volunteers with several non-profit organizations.

Kailey O'Leary, Office Manager

Kailey O'Leary, Office Manager

We are proud to welcome our new Office Manager, Kailey O'Leary. Her background in Banking and as an Administrative Assistant makes her a perfect fit here at Financial Concepts.

Kailey's meticulous organizational skills coupled with her attention to detail, will ensure that our clients are given consistently excellent service with David. Kailey is a great addition to our team, and is excited to take on this new role with Financial Concepts!

How We Work

Client Centered

Financial Concepts is a full-service financial and retirement planning firm committed to maintaining the highest standards of integrity and professionalism. We specialize in helping individuals, families and small businesses develop a comprehensive, cohesive financial and investment plan that fits their unique and special needs.

At Financial Concepts, our mission is simple: to provide independent, forward-thinking financial advice that aligns with our valued clients' individual goals and priorities. The money decisions that are made today lay the foundation for your financial future and legacy. As your dedicated personal advisor, we can assist you in defining your personal financial goals and guidance in taking the appropriate steps in executing them to create a professionally planned future for our clients.

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