Meet Our Team

Zach has always believed in planting deep roots in everything he’s done, remaining committed long enough and working hard enough to watch his endeavors flourish over time. But for Zach, planting deep roots goes even further than commitment and hard work; it’s about staying true to his values and developing deep connections with the people in his life.

As an advisor, planting deep roots means providing his clients with customized financial advice and building a tailored, grounded, solid plan that helps protect their assets and grow what is most valuable to them and their families. It also means deeply valuing the connection he builds with his clients and their families, as an extension of his own.

Zach passed the Series 6, 63 and 65 securities exams and holds insurance licenses in multiple states. He earned his Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning, as well as the Life and Annuity Certified Professional (LACP) designation.