He helps clients answer the questions that matter most in retirement - how to draw down savings tax-efficiently, when to claim Social Security, and how to structure investments so their money lasts. For clients still in their working years, Zach focuses on building a coordinated plan that connects investment strategy, tax planning, insurance, and estate considerations into one clear picture.

He holds a Bachelor of Science in Finance from Pennsylvania State University, is a CERTIFIED FINANCIAL PLANNER® and a Chartered Financial Consultant®, while holding his FINRA Series 7 and 66 licenses, and Life and Health Insurance Licenses. 

Outside of work, Zach enjoys time with his wife, son, and their dog, Harley - whether outdoors, staying active, or pursuing personal development.