Zach has been in the wealth management industry since interning for a global wealth management firm in 2011. He specializes in helping business owners, corporate executives and their families develop and implement a financial plan and investment strategy tailored to their needs so that they can preserve what they have built, make sure that their money lasts, and leave a legacy for the people and places they care about most. While working closely with their team of CPAs and attorneys, Zach is able to provide his clients advanced planning strategies in the important areas of pre-liquidity planning, tax mitigation, succession planning and legacy planning.
After attending Saint Xavier High School in Louisville, Zach went on to graduate with honors from the University of Kentucky with a degree in Finance and a minor in Economics. He continually expands his knowledge in order to better serve his clients unique needs and has earned both the Certified Exit Planning Advisor (CEPA) and the Accredited Asset Management Specialist (AAMS®) designations.
Outside of the office, Zach enjoys staying active, spending time with his family and giving back to the community through organizations such as Big Brothers Big Sisters, Uspiritus and the UK Alumni Association.
Raymond James & Associates, Inc. is not affiliated with the above independent organizations and/or charities. Raymond James does not provide tax or legal advice.