Professional: Zach started his career with his current broker dealer, now Equitable Advisors, in 2016 and focuses on working with retirees, pre retirees and young professionals throughout the country. He entered the financial planning world with the desire to use his analytical skills to make a difference in client’s lives. Finance is extremely personal, and at times, intimidating. His goal is to give objective advice, in an easy to understand and modular manner, which allows clients to break down their goals and objectives into simple and attainable steps.

Qualifications: Zach holds a Bachelor of Science degree from Miami University (of Ohio) with concentrations in Finance and Entrepreneurship. In addition to his college degree, he holds the following licenses, titles and designations:

-FINRA Series 7 & 66 securities registrations

-Life, Health, and Long-Term Care Insurance Licenses

-CERTIFIED FINANCIAL PLANNER™ professional*

-Chartered Financial Consultant® designation

Personal: Zach currently lives in Chicago, and has lived in the Chicagoland area his entire life. When he is not crafting financial plans, you can likely find him running, playing golf, following a Chicago sports team, or checking out a new restaurant in the city. Zach also loves to travel, and that typically revolves around meeting friends and family throughout the country.

CFP®    CERTIFIED FINANCIAL PLANNER™ professional  CFP(with flame logo)®  are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.

ChFC® Chartered Financial Consultant® designation received from the American College in 2021.