513.814.8181
zmountel@trinitypension.com
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Zak has been a dedicated member of Trinity for the past eight years, working closely with our key advisor relationships throughout the region. He provides day-to-day support on 401(k) and Cash Balance plans. His experience includes working at other TPA firms and recordkeeping companies, giving him a well-rounded understanding of the advisor side of the retirement plan industry.
Zak specializes in helping financial advisors navigate complex plan designs, troubleshoot administrative challenges, and identify strategic opportunities to enhance their clients' retirement plans. His proactive approach ensures advisors have the insights and resources needed to deliver exceptional value to their clients. Outside of work, Zak enjoys traveling, golfing, and keeping up with his energetic 2-year old twin boys -an adventure of its own!
