Zach works primarily with mid-career professionals and families, particularly those with young children, to make sure they are on sound financial footing. Taking care of their loved ones, trying to maintain strong relationships, and being at the office takes up nearly all of his clients’ time. The last thing they want at the end of a long day is to have to worry about whether they are being responsible with their money. As a father of a very active three-year-old, Zach knows first-hand how challenging it can be to juggle work, friends, and family effectively.
When not working, Zach can be found chasing after his son, Noah, or ushering him to Hippo playground in Riverside Park. The time he cherishes most, however, is when he and Noah sing along to Bob Seger’s greatest hits every morning. Zach’s goal as a financial advisor is to help his clients carve out more time during the day for their own special moments with their children, spouse, or passion. Alleviating money stress so that his clients can lead a rich life is what he strives to do every day.
Zach also enjoys reading in his spare time, with George Saunders, Michel Houellebecq, Gary Shteyngart, and Sam Lipsyte among his favorite authors. Fleishman Is in Trouble is his best read of late, and he is looking forward to getting his hands on Serotonin. He credits his wife, Abby, for making him an avid reader of fiction. He also sends out a weekly newsletter, Your Weekend Warm-Up, highlighting interesting articles he has come across, movies he has seen, or books he has read.
He graduated from Indiana University with a BA in history and Spanish. After playing a small – but nevertheless important – role while helping his high school basketball team capture a state championship, he has remained a devoted Indiana basketball fan. He desperately wants his beloved Hoosiers to field a competitive men’s basketball team at some point in the near future.
He also attended Georgetown University, receiving an MA from its School of Foreign Service. He is conversant in Romanian (“E adevărat, vorbesc româneşte!”) from his time as a Peace Corps Volunteer and holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.
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