CEO & Senior Wealth Advisor

Zac Majors, CFP, RICP, CLU, CLF

phone 346-980-4000

Learn about me at work

Why I do what I do…

You hear about it all the time, the lottery winner whose life is destroyed by their instant wealth. They don’t have self-discipline to deny themselves ridiculous purchases, and they haven’t learned where to receive help for money-management advice. The lottery winners are not the only ones that fall prey to this lack of self-discipline and need advice. This is a living illustration of the principle of Proverbs 13:11—Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.

 Since my beginning I learned about money by observing people with terrible money habits. I identified early on that imitating their view of money would lead to at best, pain, and at worst, ruin. Through observation and experience, I’ve learned that money is color blind, and it doesn’t discriminate. Gaining wisdom on how to use money is of upmost importance because in the Bible, there are more verses about money than prayer and faith combined. It is my personal mission to help people control their money instead of their money controlling them.

 I enjoy working with…

People that value my advice and understand the value of money and its potential to benefit society. I also enjoy working with advisors and helping them discover their “why.”

 My education consists of...

Bachelors Degree in Finance from LeTourneau University.

Other education and designations I have completed include CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Leadership Fellow (CLF), Chartered Life Underwriter® (CLU®) and Retirement Income Certified Professional® (RICP®).

 Before M&M, I...

Was a financial advisor and leader at a different financial services firm.

 I chose M&M because...

I wanted to give my clients the individualized attention and custom strategies they deserve. I chose M&M because I am able to be comprehensive—focusing on relationships over transactions.

 The best part about my career is...

Helping other people achieve their legacy!

You will get all you want in life, if you help enough other people get what they want.

-Zig Ziglar

 The best piece of financial advice I have received is...

1) Eagles don’t take flight lessons from chickens.

 2) Money is color blind and it doesn’t discriminate against age, sex, religion, intelligence or gender. It only responds to behavior and habit.

My life outside of work

 My family includes…

my wife, Stephanie, and two children, Nathaniel and Juliette.

 In my free time, you can find me...

Watching documentaries, reading leadership books, and spending time with my family.

 I’m passionate about...

Basketball. Go Rockets!!

 My favorite quote is...

The future belongs to those who believe in the beauty of their dreams.

-Eleanor Roosevelt

 If I could meet anyone, past or present, it would be...

The late, great Zig Ziglar. He is one of history’s greatest motivational speakers and has shared countless amounts of wisdom with the world. One of my favorite quotes from Zig Ziglar is “You were designed for accomplishment, engineered for success, and endowed with the seeds of greatness.”

 My favorite food is...

Grandma’s chicken with mashed potatoes and sweet tea.

 My hidden talent is...

Building epic Lego creations. My children and I have custom built a Ninja Dojo, a bank, an 18 wheeler with prisoner quarters, and countless forts for both heroes and villains. 

2018 Five Star Wealth Manager Award - Zac Majors

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