How I can help you
Zach helps individuals, families, and businesses by providing comprehensive wealth management, risk management, estate planning, and tax planning. He designs customized financial plans made with clients’ best interests in mind and is deeply committed to helping clients realize their long-term financial goals. As a straight-shooter, Zach explains that as your life and needs evolve, so will your vision and risk tolerance. He continuously monitors your financial plan for opportunities to adapt to life changes and new goals.
What makes me knowledgeable
In 2010, Zach joined Raymond James as a Product Specialist. He became a Financial Advisor in 2018, bringing deep asset management experience. In order to serve his clients to the highest level and to stay current with the latest investment strategies he has earned the CERTIFIED FINANCIAL PLANNER™ professional certification. Zach holds a Bachelor of Business Administration from Shippensburg University with a concentration in Finance.
Getting to know me
Originally from West Chester, Pennsylvania, Zach now lives in St. Petersburg with his wife, Janelle, his son, Colin and their two cats, Buddy and Bella. He is a devoted Philly sports fan but has added the Tampa Bay area sports teams and the Florida State Seminoles to his sports fandom. Zach is an avid runner, competing in many local races as well as several marathons, including Boston, New York, and Marine Corps. He also enjoys golf, fishing, boating, traveling, and spending time with family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
