Zach believes in the power of a plan. He specializes in wealth-building strategies, retirement planning, generational wealth planning, and business planning needs, all centered around the client’s unique needs and long-term goals.
Zach earned his bachelor’s degree in business administration at the University of Hartford. In addition, Zach holds the Financial Industry Regulatory Authority (FINRA) Series 7, 66, and SIE licenses, as well as Life, Accident & Health Insurance licenses.
Outside of the office, Zach enjoys hiking, bike riding, kayaking, baseball, golfing, and traveling with his wife and twin boys.