Zach develops customized investment and wealth management plans that reflect his clients’ risk tolerance, time horizon, and long-term goals while addressing their business and retirement income needs. He leverages Stifel’s robust financial planning tools to create proactive expectations of his clients’ financial future based on their savings, spending behavior, and target investment allocation.
Zach began his investment industry career in 2004 and joined Stifel in 2020. Prior to Stifel, he served as a financial advisor with John Hancock and A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors. He attained the Certified Financial Planner™ certification from the College for Financial Planning and earned a Bachelor of Arts in Communication from the University of Maryland College Park. He holds Series 7 and 66 securities licenses.
A passionate member of the community, Zach is a coach for his son’s little league team in Montgomery County and is a member of St. Bartolomeo Parish. He is also involved in recreational and professional fishing competitions and tournaments.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.
We're looking forward to using our experience to help you pursue your financial goals.