Zack is a dedicated, driven, team-oriented person. He applies these traits to his work every day serving his clients as a financial advisor, always working in their best interest and helping them plan for a comfortable, successful retirement. His motivation to see his high-net-worth and pre-retiree clients reach their goals is the driving force behind his work and his decisions as an advisor.
Prior to becoming an advisor with Raymond James, Zack was a sales associate with BNY Mellon, where he worked on clients’ portfolios and financial plans. A graduate of Saint Francis University in Loretto, Pennsylvania, he graduated with a bachelor’s degree in management and finance as well as an MBA. Zack was a member of the SFU Football team during his time in Loretto.
On a day-to-day basis, Zack services clients to establish goals and objectives, working to develop financial plans designed to pursue those goals. He specializes in retirement planning and investment strategy implementation.
Outside the office, Zack is active in his local community of Hershey, Pennsylvania. He is a member of St. Joan of Arc Catholic Church in Hershey, where he volunteers. He also supports St. Francis University, mentoring current business students attending SFU Shields School of Business. His hobbies include hunting and fishing, golfing, watching sports and spending time with family and friends.
Born and raised in Hershey, he still lives and works there today with his wife, Sophia.