As a Quinnipiac University Finance Major, Zack has always been intrigued by how people interact with money and financial markets. Financial services has provided Zack with the ideal platform to help individuals and families better understand their relationship with personal finances. He works in a fiduciary capacity with goal-based, client-centric planning as the focus.

Every client’s story is unique and intimate. With that, Zack believes the only solution is a personalized plan that is tailored to the individual’s needs, wants, and values. Zack places education at the root of his planning practice, believing that “There is no such thing as a bad investment. Investments are simply tools that need to be understood at a fundamental level and used properly”. Zack’s goal is to cultivate strong, long-lasting, collaborative relationships with his clients. He says, “If I had to identify one common theme for those who seek out my guidance, it is that they have come to a realization that they are done sacrificing today for some imaginary tomorrow.”

In 2022, Zach acquired his CFP® Designation after also becoming a Chartered Financial Consultant, (ChFC®) through The American College.

In his free time, Zack enjoys golfing, running, and long hikes with his dog, Bentley. He and his wife Tiffany live in Easton, CT with their son, Colton, and daughter, Isla.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.

Check the background of this registered representative on FINRA’s BrokerCheck