Zach's diverse background spans both the nonprofit sector and financial planning. After spending years working with non-governmental organizations and foundations, he transitioned to a career as a Commonwealth-affiliated advisor a decade ago. His expertise centers on helping clients across various stages of life to build retirement plans which are aligned with their unique goals. Zach’s approach focuses on simplifying complex financial concepts and providing clear advice to alleviate clients' financial anxieties.
Outside of work, Zach enjoys playing basketball on the Upper West Side, where he lives with his wife and son. He obtained a BA in History and Spanish from Indiana University, followed by an MA from Georgetown University’s School of Foreign Service. Zach also brings a unique international perspective, having served as a Peace Corps volunteer in Romania from 2003-2005. Additionally, he holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.