Jacob C. Chaparro is President and Chief Investment Officer of Zenith, where he is responsible for shaping the firm’s investment strategy and guiding its long-term vision.

Drawing on deep experience across the financial services industry, Jacob focuses on building disciplined, tax-efficient investment strategies for individuals, families, and business owners. His work centers on helping clients navigate complex financial decisions with clarity and confidence, with an emphasis on long-term wealth preservation and thoughtful portfolio construction.

He lives in Paradise Valley, Arizona with his wife, Rebecca, and their three children. Outside the office, Jacob enjoys golf, soccer, and time outdoors—most of all with his family.

David started his finance career in 2009 working with ING financial in Windsor,CT. Most recently he came to us from TD Ameritrade where he was a Senior Investment consultant working with high-net-worth individuals providing complex financial planning. He is a CRPC (Chartered Retirement Planning Counselor) charter holder.

David has a passion for working with families and small business owners to provide individualized financial, investment, and succession/exit planning. Drawing on his years of experience he focuses on personalizing each encounter to address individual needs.

David currently lives in Longmeadow, Massachusetts with his wife and daughter. When not in the office he can usually be found with their rescue dog,Brie, out on the golf course with friends, or enjoying his new passion for rowing.

Rebecca Chaparro serves as Director of Operations at Zenith, where she oversees the firm's legal, regulatory, and operational functions. She works closely with leadership to implement strategic priorities, optimize internal processes, and support the firm's continued growth.

Rebecca's background as an attorney provides a strong foundation in risk management and analytical problem-solving, and she brings a disciplined,detail-oriented approach to operations. She plays a key role in driving organizational efficiency, enhancing infrastructure, and ensuring the delivery of a high-quality client experience across all aspects of the business.

Rebecca lives in Paradise Valley, Arizona with her husband, Jacob, and their three children.

Works closely with clients to simplify complex financial decisions and develop personalized strategies aligned with their long-term goals.

Jonathan focuses on helping individuals and families navigate major life transitions, prepare for retirement, manage accumulated wealth, and plan for future generations. His approach is rooted in understanding each client’s broader picture—their priorities, values, and aspirations—allowing him to provide thoughtful guidance that brings clarity and confidence at every stage.

He lives in Oceanside, California with his wife, Tatiana, and their two children, Brooks and Elena. Outside the office, Jonathan enjoys coaching youth baseball, spending time at the beach, golfing, and being outdoors with his family.

Alejandro Vivanco supports the firm’s investment strategy and works closely with client portfolios to ensure consistency and precision in execution.

Drawing on his experience in investment analysis and portfolio management,Alejandro focuses on implementing strategies with discipline and attention to detail. He plays an active role in monitoring portfolios, evaluating opportunities, and helping translate broader financial objectives into structured, well-executed solutions aligned with each client’s long-term direction.

Outside the office, Alejandro values time spent recharging and maintaining balance. He enjoys staying active, spending time with family and friends, and pursuing interests that allow him to stay focused and engaged beyond his day-to-day work.

Ana Rogel focuses on client experience, business intelligence, and client service initiatives across the firm.

Drawing on a strong understanding of client needs and internal strategy,Ana works to enhance how clients interact with Zenith—ensuring a seamless, thoughtful, and highly personalized experience. Her work centers on improving processes, leveraging insights, and supporting the delivery of consistent, high-quality service across every touch point.

Outside the office, Ana values time spent recharging and maintaining balance. She loves being outdoors and exploring nature, she also enjoys practicing yoga, listening to music, and spending meaningful time with her family and her two dogs.