Zach is a passionate financial advisor dedicated to empowering individuals to achieve their financial goals. Driven by a personal understanding of the transformative impact of sound financial strategies, he is committed to guiding clients toward financial security and prosperity.
Zach’s journey to financial planning began with a desire to help others. As one of the first graduates of George Mason University’s Financial Planning and Wealth Management program, he possesses a strong academic foundation. Holding the CERTIFIED FINANCIAL PLANNER™ designation and adhering to a fiduciary standard, Zach prioritizes his clients’ best interests above all else.
Beyond his client-focused role, Zach actively contributes to the financial planning profession. He serves on the George Mason University Financial Planning and Wealth Management Advisory Board, where he plays a pivotal role in shaping the curriculum and preparing future financial advisors. This commitment to fostering the next generation of professionals demonstrates his dedication to the industry and its ongoing development.
When not immersed in the financial world, Zach enjoys golfing, running, and biking. He is an avid Dallas Cowboys fan and is a firm believer that “this year is our year.” When the opportunities arise Zach loves to travel and experience all the different cultures that the world has to offer. Zach’s favorite destination is Namibia, Africa because he enjoys the beauties that the country and people have to offer.