Zander joined Coastal Wealth Management in 2025 as a Wealth Planning Strategist. In his role, he supports the firm’s comprehensive financial planning process by helping analyze clients’ financial situations, develop planning strategies, and simplify complex financial decisions. He is passionate about helping individuals and families make informed decisions with confidence. He is an Investment Adviser Representative of Headland Capital, LLC.
Prior to joining Coastal Wealth Management, Zander worked as a Planning Specialist at Northwestern Mutual. Before beginning his career in financial services, he served for six years in the U.S. Navy as a Nuclear Electronics Technician aboard the USS Dwight D. Eisenhower. His military experience helped shape his disciplined, analytical, and service-oriented approach to financial planning.
EDUCATION & FAMILY
Zander graduated from the College of Charleston with a B.S. in Finance and a B.S. in Economics. He is currently pursuing his MBA and M.S. in Business Analytics through Indiana University’s Kelley School of Business. Zander lives in Charleston, South Carolina, with his wife and their two children. Outside of work, he enjoys spending time with his family, reading, and playing music.