Zachary Ohrn
Client Service Associate
Why I Go To Work Everyday?
I love coming to work and having a new challenge to tackle. I find pride in helping people work towards building secure financial futures. Each day presents an opportunity to guide clients through financial decisions, whether it’s planning for retirement or setting up various wealth plans building for the future. I enjoy building meaningful relationships and support to create personalized financial strategies that align with clients' goals. These relationships go beyond just numbers, grounded in meaningful connection and shared purpose that leave a lasting impact on people’s lives. The work pushes me to grow, stay informed, and lead with integrity — and that’s why I
show up with dedication every day.
How Did I Get Here?
I graduated from Indiana University Bloomington in May of 2025, I received a degree in International Studies with a focus on International Finance and Trade. My internship last summer opened my eyes to the industry of wealth management, helping people pursue a successful financial future. I am excited to join HUB CSI and have the opportunity to start my career, learning and growing with the industry.
Why I Care About This Industry?
Every day of our lives money is in the conversation whether it is making life-changing financial decisions or short-term goals both will have an impact on our financial future. In a world full of everlasting economic changes, many people do not know how to create a secure financial future. This industry provides personalized guidance helping clients to navigate investments, tax planning, and retirement preparation. This industry allows people to make informed decisions, protect their assets, and work towards building financial stability.
Who I Really Am . . .
I have lived in Carmel, Indiana my entire life. I have lived and breathed Indiana sports ever since I was able to walk. Indiana culture is what has made me into the man I am today which I am very grateful for. I enjoyed Indiana so much that I decided to go south and move to Bloomington for my college years. In my free time, you can find me out on the golf course with my friends or supporting one of my many sports teams. I also am a fan of adventure whether it is going to brown county to go for a quick hike or sightseeing throughout Italy.