Zach Gordon

A thoughtful, strategic approach to tax planning is at the heart of Zach’s work as a tax advisor. He partners closely with clients and their financial advisors to create tax strategies that support long term goals while reducing complexity. By reviewing tax returns, identifying planning opportunities, and understanding the broader objectives of each client’s financial picture, Zach ensures that every recommendation reinforces both income and estate tax efficiency.

Zach works with many JMG clients, often helping them navigate the complexities of multi-state income, deferred compensation, rental properties, gifting and wealth transfer considerations. He focuses on proactive, thoughtful planning and clear communication, helping clients feel confident and delighted—not overwhelmed—by their tax strategy.

Known for explaining complex tax concepts in a straightforward, approachable way, Zach acts as the essential bridge between a client's tax planning and their broader financial life. His goal is to offer a seamless, coordinated experience that builds trust, reduces uncertainty, and frees clients to concentrate on what matters most to them.

Zach lives in the western suburbs with his wife, Catie, and their two children, Charley and Levi. Outside of work, you can often find them exploring the Farmers Market or spending time together around town.