Zach joined Equitable Advisors in 2023 after college graduation. As a financial advisor, he takes pride in providing timely, personalized service that focuses on his clients’ goals and aspirations, and he strives to provide clarity in all recommendations. He focuses on holistic planning to maximize clients’ retirement funds, help with risk management and investment needs, and guide clients through the distribution phase of retirement.
Zach received his bachelor’s degree in finance from the University of Wisconsin-Milwaukee. He holds his Wisconsin and Florida Life and Health Insurance licenses as well as his FINRA Securities Registrations 7 and 66. Zach currently resides in New Berlin, Wisconsin, where he was born and raised. He enjoys being on the coaching staff for his alma mater, the New Berlin Eisenhower boys’ basketball team, spending time boating on Lake Winnebago, and going to Packers and Bucks games with family.