Zac Rose

As Managing Principal of The Rose Group, Zac specializes in life insurance and retirement planning for individuals, trusts and closely held businesses.  Zac is often referred to families and businesses by their estate planning attorneys, tax planners and/or wealth managers who seek to optimize the performance of life insurance as a planning tool, as well as an asset class.  He and his team actively manage large life insurance portfolios to numerous individuals, families and businesses that are focused on estate tax strategies and wealth transfer and protection.

Zac graduated from the University of Oklahoma in 2001. Prior to joining Tom at The Rose Group in 2004, Zac served as a bank officer for JP Morgan Chase in Dallas, TX.

Zac recently served as a Member of the PartnersFinancial Advisory Board of Directors, on Advisory Councils to Nationwide, Penn Mutual and Accordia and has presented at the Pacific Life Symposium. He has also served on the Board of Directors for Center City of Amarillo, as well as the Amarillo Country Club and the Professional Advisory Council for the United Way of Amarillo and Canyon.

Zac and his wife, Michele, have two daughters and reside in Amarillo, TX.