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LifeStyle Plan - Personal Finance Manager
Chief Customer Officer
Zack Birkelbach

Zack has his undergraduate degree from Texas A&M and MBA from Southern Methodist University. He has led multiple Client Success organizations throughout his career focusing on growth, scalability, and integrating processes and systems to deliver seamless client experiences.

For more than 20 years Zack has worked in the SaaS arena primarily in HCM technology. Zack’s focus on delivering exceptional client experiences translates across industries and is driving the world class service that is provided at LifeStyle Plan.

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Let’s make financial stress a thing of the past

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