Senior Planning Associate
Zach’s responsibilities as a planning associate include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.
What sparked your interest in financial planning?
Volunteering in my high school and college years blended with my growth of knowledge of the industry through my internship experiences helped trigger my interest in financial planning.
What fuels you every day in your work?
Knowing that my duties are important and valuable in helping clients to achieve their goals.
When you retire you’re going to…?
Play golf, travel, and spend time with friends and family.
Where did you grow up? Where do you live now?
I grew up in Raleigh, NC and now live in Charlotte, NC.