Zachery Roberson

Before joining TOAMS Financial, Zachery built a strong career foundation in sales, marketing, and client engagement. He began his professional journey as a Data Scientist, where he honed his skills in analyzing information and identifying insights to drive business strategy. He later transitioned into leadership roles, including Inside Sales Manager, where he guided teams in turning strategy into action, building meaningful client relationships, and supporting organizational growth.

Now at TOAMS Financial, Zachery oversees marketing initiatives, leads client consultations following webinars, and manages relationships as clients transition into long-term planning. By bridging outreach and ongoing service, he ensures that every client’s journey feels cohesive and client-first. With his focus on communication, relationship building, and consistent follow-through, Zachery strengthens both the firm’s reputation and its client experience.

Outside of work, Zachery enjoys hiking, traveling, and cooking, which allow him to recharge and bring creativity into his personal and professional life.