Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
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including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Meet The Team
The team behind Rooted Wealth Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Zach Gray, CRPC®, LACP Founder
Zach grew up in a blue-collar family on a farm just outside a small, blue-collar town. That hard-working mentality and those roots are what he brings to the office each day. “I loved the farm life and showed cows as a kid, and still own a cattle farm to this day,” Zach says. “My parents worked extremely hard and those values are what I try to bring to work every day."
Zach earned a scholarship to play football for the Fighting Illini at the University of Illinois. He received a bachelor’s degree in education there but soon decided he couldn’t see himself teaching in a classroom setting.
Instead, Zach went to work for a large financial services firm, where he served as a financial representative and company leader for more than a decade. As his passion for helping those in retirement grew, so did his desire to be an independent financial planner, helping people through a firm of his own built around his values, expertise and roots. Industry accolades include MDRT Top of the Table qualification and Forum 400 recognition. Most recently, Zach was the recipient of NAIFA's 4 Under 40 from advisors across the nation.
Zach and his wife, Jenna, have four children. Daughters Roh, 6, and Wynstin, 4, and a set of fraternal twins, brother Kinch and sister Archee, 2. "Four kids keeps us on our toes, but we wouldn't have it any other way," Zach says.
Jenna Gray Vice President of Strategy & Growth
As Vice President of Strategy & Growth, Jenna helps run the business functions of Rooted Wealth Advisors.
Jenna was born and raised on a small family grain and livestock farm just outside of Cullom, IL. Growing up a great work ethic was instilled in her at an early age by her hard-working parents. Jenna began showing livestock at a young age and continued throughout her childhood which is a passion she shared with Zach, after being introduced by friends and family.
Zach and Jenna were married in May of 2014. Their passion for helping others has been something they have shared since first meeting. Jenna has been a registered nurse for over a decade now and takes immense pride in putting a smile on one’s face despite any circumstance. After the birth of their twins, Kinch and Archee, she decided to stay at home for a period of time. Four kids under four was a big commitment, but now as they grow a bit older, Jenna holds that same passion for helping others and provides that to the amazing clients of Rooted Wealth Advisors.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.