Zac Woodward, AIF®


Zac Woodward is a licensed investment advisor representative and insurance agent. He attended Northwood University obtaining a Bachelor of Business Administration degree, dual majoring in Banking/Finance & Management. Currently Zac resides in Hudsonville Michigan with his wife, Kristen, two daughters, and son.  Zac has worked with Watermark Investment Services full time since May of 2012 and became the President of Watermark Advisory Group in 2023. His specialty is engaging private companies with business consulting services and managing corporate retirement plans.

When Zac is not serving clients, he is likely challenging neighbors to a friendly competition of yard games or spending time on the water. Other interests include tinkering in the barn, maintaining physical health, and helping others with home improvement projects.

Active in Community: Past-President of NAIFA West Michigan, Kids Food Basket, Feeding America, LOVE Inc., Arbor Circle's Adopt a Family Program, Member of Grandville-Jenison Chamber of Commerce

Professional Credentials Include:

  • Series 7 General Securities Registered Representative
  • Series 63 Uniform Securities ACT 63
  • Series 66 Investment Advisor Representative, licensed in MI
  • Life, Accident, Health Insurance and Variabtle Annuity Agent
  • Accredited Investment Fiduciary (AIF®) Designation

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. Watermark Investment Services is not an affiliate of any company of the Principal Financial Group.

Phone 616-284-0100
Fax 616-284-0090
Mobile Phone 616-636-2010