Zach is an investment and financial planning professional based in Austin, Texas with over 10 years of experience in the financial services industry. Zach specializes in providing personalized service to high-net worth individuals. His commitment to financial planning goes beyond transaction management. He’s genuinely passionate about helping clients think long-term, understanding their values, priorities, and life goals before designing a strategy that actually serves them.

 

Zach‘s path into wealth management started with a degree in Financial Planning from The Ohio State University. When not working, he enjoys watching the Buckeyes, golfing, and spending time with his wife and 4 dogs.