Zan specializes in coordinating tax planning, retirement planning and financial strategies for ministers. He graduated with a degree in accounting and economics from Muhlenberg College in Allentown, Pennsylvania and received his Master of Divinity degree from Pacific Lutheran Theology Seminary Berkeley, California. He pastored congregations in New York, Pennsylvania and Colorado before he settled in Colorado with Clergy Advantage®.
Zan is a senior Clergy Tax Specialist with a focus on customizing coordinated tax and investment strategies for his clients. His goal is to provide the absolute best tax savings with life-long housing allowance distributions for greater financial independence. Zan can be available for complicated situations that need expert guidance, including advanced Housing Allowance Strategies through consultation.