Zachary Tassin

Zachary Tassin joined Willis Johnson Wealth in 2026 as a Financial Planning Analyst. In his role, he supports senior advisors in developing thoughtful, informed recommendations and helps deliver timely service that enhances the overall client experience.

Zachary believes there is always room to improve the way work is done, especially when those improvements benefit the client. He is driven by crafting innovative solutions that make the complexities of financial planning simple. His approach is rooted in accuracy, responsiveness, and a willingness to stay open-minded. He takes pride in earning trust through diligent work and believes strong client relationships are cultivated through consistency, care, and follow-through.

Before joining Willis Johnson Wealth, Zachary spent three years at another wealth management firm, where he developed experience in account management, investments, and financial planning. That experience gave him a strong foundation for supporting client relationships, coordinating planning work, and understanding how thoughtful analysis contributes to a well-rounded financial planning process.

As a Financial Planning Analyst, Zachary helps manage client workflows and financial planning projects while working closely with lead advisors to help clients receive a seamless and well-coordinated experience. He defines success by the trust and satisfaction of the clients he supports, knowing he has done his job well when clients feel confident that their needs are being handled with attention and care.

Zachary earned his bachelor’s degree in Finance from McNeese State University and holds the Series 65. For Zachary, that milestone reflects his commitment to the financial planning profession, his willingness to put in the work required to grow, and his dedication to serving clients with knowledge, care, and confidence.

Outside the office, Zachary enjoys trying new restaurants, spending time with his dogs, watching LSU and Saints football, and having dinner with friends and family. On weeknights, he can often be found relaxing with a good show or watching sports.