Throughout his career, he has developed a specialization in providing personalized financial planning and investment strategies designed to help individuals navigate the complexities of their financial journey at every stage. Zach's approach is thoughtful, client-centric, and focused on building long-term relationships, working to help ensure that each individual's unique needs and goals are met with the utmost care and attention.

He holds a Bachelor of Science in Finance from Pennsylvania State University, and his professional credentials include the Chartered Financial Consultant® (ChFC®) designation and FINRA Series 7 and 66 licenses. Zach is also dedicated to continuing his professional growth. He is currently pursuing the CFA Level 1 certification, demonstrating his commitment to lifelong learning, and staying at the forefront of the ever-evolving financial landscape.

Outside of his professional life, Zach values time spent with his wife and their dog, Harley. Whether it's enjoying the great outdoors, engaging in activities that promote both physical and mental well-being, or focusing on personal development, Zach works to maintain a balanced approach to life.