Zach received his Bachelor of Science in Business Administration from Saint Michael’s College in 2013. Prior to graduating, he joined Hickok and Boardman Capital Management as an Associate Financial Planner. Since joining the team, Zach has obtained his Series 7 and Series 66 securities licenses. In addition, he has attained advanced credentials as a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®.
Zach’s primary focus encompasses comprehensive financial planning with specialization in investment management, retirement planning, and investment research and analysis.
Zach resides in Burlington with his girlfriend, Katie, and their dog, Maureen. Outside of the office, he enjoys spending time with friends and family, golfing, playing hockey, and strumming his guitar. Zach serves as a member of the Board of Directors for the Cancer Patient Support Foundation and the Hickok & Boardman Charitable Giving Committee.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.