enjoys playing guitar
is an active member of the Raleigh, North Carolina community
can be found tailgating at NC State football games
Meet Zach, a dedicated professional who has made a name for himself in the financial services industry by focusing on helping families within Athletics pursue financial wellness and achieve their desired goals. Originally from Upstate New York, Zach made his way to North Carolina in 2016 after earning his degree from Ithaca College and obtaining Series 7, 6, 63, and 65 securities registrations.
Prior to joining the CCR Wealth team, Zach spent six years working in Football Operations with Duke University, helping the Blue Devils with their day-to-day operations and team logistics. He brings his passion for organization and attention to detail to his work in the financial services industry, helping his clients navigate the complexities of their financial lives with ease.
Zach's commitment to helping others extends beyond his work life. He has a genuine passion for helping those around him get from where they currently are to where they want to be, which is reflected in his dedication to his clients. In his spare time, Zach enjoys playing the guitar, tailgating at NC State football games, and attending concerts. He resides in Raleigh, North Carolina, where he is an active member of the community.