Zachery R. Morgenstern Assistant Relationship Manager
I have served for three years as a Financial Advisor and developed the ability to create, implement, and monitor financial plans.
Certified Financial Planner® (CFP®), Series 7, 66 and Insurance licenses.
Bachelor of Arts in Accounting and Finance from Augustana College.
Tell us about your career journey and what led you to choose DVI:
After college, I turned down a public accounting position to pursue professional baseball. I got to live out my childhood dream for a year and half. However, that quickly came to an end after a career ending injury, and I found myself in the job force once again. I knew that I wanted to turn towards finance over accounting, and gravitated towards being a financial advisor due to the ability to help those in our community. When the opportunity to join DVI presented itself, I knew I had to make a jump to join their team. Having the ability to work with a team again, just like I had my entire life playing sports, was a breath of fresh air. DVI's culture and focus on client care aligned perfectly with my desire to help others and to make a difference.
What are the values that drive you in your professional and personal life?
In both my professional and personal life, the value that push me most is striving for constant improvement. As a former athlete, I understand that seeking perfection isn't attainable because there is always more work to do and a next step to prepare for. By consistently focusing on improving on the previous day, week, month, and year, the goals and vision that I set for myself become more of a reality every day. My family is also a big driver in who I am and who I want to be. They motivate me to be better while keeping me grounded to enjoying the little moments that life gives us. I can easily get caught up in the hustle of the day, but my family is always there to remind me to take a step back and realize that the best moments are the little moments.
What do you enjoy doing in your free time?
My free time is spent mostly with my family. Our favorite activity is to travel and experience new locations. Trying new foods and experiencing new cultures is our favorite part. In the summers, I fill my time with golf, baseball, softball, and sand volleyball and in the winter, I play indoor volleyball.