Zach holds a bachelor’s degree in business administration and is fully licensed with his Life and Health, SIE, Series 65, Series 63, and Series7. These credentials reflect not just his qualifications, but also his commitment to equipping himself with the tools needed to serve his clients with excellence.
When working with clients, Zach believes in starting with their why – uncovering the life they want to live in retirement and building a plan that helps make it a reality. For him, it’s not just about the numbers. It’s about the people, the relationships, and seeing clients enjoy the fruits of their lifelong hard work.
Outside of the office, Zach enjoys staying active, watching sports, and spending time with friends. One of his favorite things is going up to his lake house with his family during the summer. He’s also involved in his church, attending services at The Foundry Church, and strives to bring those same values of trust and authenticity into his work.