Zane Harris

CPA, Financial Planner

Zane Harris is a CPA, financial planner and Investment Advisor Representative who helps dental professionals build personalized financial plans that support practice growth and long-term wealth. He joined CWA in 2015 after beginning his career as an Audit Associate at Grant Thornton LLP. Zane holds a Bachelor of Science in Accounting and a Master of Science in Management from Texas A&M University.

Beyond his client work, Zane is a featured lecturer at CWA’s Practice Transition Seminar, where he guides dental buyers and sellers through the complexities of practice transitions. He also hosts Real Talk With Your CPA, a video series that simplifies complex financial topics, and frequently speaks at dental industry conferences and study clubs across the country. Within CWA, Zane serves on the Sale of Practice and Marketing Committees and mentors fellow advisors through the firm’s internal 411 training series.

As a member of the 3to1 Foundation Board of Directors, Zane is active in helping expand community access to financial education in North Texas through seminars and scholarship programs.

“I love getting to positively impact people’s lives on a daily basis. It’s incredibly rewarding to guide my clients through the different stages of their financial lives—from the comfort and peace of mind a financial plan can bring, to the satisfaction of reaching their financial goals.”

A Gunter, Texas native, Zane enjoys running and spending time with his wife, Gina, and their daughter, Gwen.