Throughout his career in the financial services industry, Zach’s biggest passion is helping his clients develop strategies that help them meet their personal and business goals. Zach and his team have the privilege of working one- on- one with their clients to assess, create, implement, and manage their financial plan. His true specialty, however, is his ability to establish a lifelong friendship with his clients, which he calls “an added blessing.”

Zach joined Raymond James in May 2018 after a successful 10-year career with Edward Jones. He and his team work from Lubbock, Texas, where he is an active member at Redeemer Church. Zach has successfully obtained the Certified Exit Planning Advisor designation, or CEPA^®, and can help business owners with the process of successfully transitioning from their business to their “next phase of life.”

Zach has served on the board of several area organizations including the Texas Girls & Boy’s Ranch Board, the Child Welfare Board, and Kingdom Preparatory Academy’s Board of Directors. Giving back to the Lubbock community continues to be a passion for Zach and his family.

Originally from Austin, Texas, Zach has made Lubbock his home since attending Texas Tech University from 1998 to 2002. He and his wife, Jenifer, have plenty of opportunities to laugh from their three sons, Preston (attending Abilene Christian University), Garrett, and Ethan. Outside of the office, Zach loves to spend time with his family by grilling in the backyard, pickleball, playing guitar (definitely not a singer), and finding any opportunity to travel.