Zach comes to us as a graduate from Wright State University with a background in banking, specifically consumer lending (he no longer directly offers these services). Zach is now taking care of the asset side of clients’ balance sheets as an Associate Financial Advisor with us. He is excited to focus on long-term, comprehensive client relationships. He holds his FINRA Series 7 and 66 securities registrations and life insurance licenses. He is also an Accredited Domestic Partnership Advisor (ADPA™). His passion for helping people live their best life and move forward comfortably into retirement is what helps Zach maintain meaningful connections and life-long relationships with clients.
Outside of work, you can find Zach spending time with his husband, Landon, and their pug, Calvin. Zach and Landon spend most of their time traveling to see friends and family, trying new coffee shops, and designing their home.