With a passion for clear communication and excellence that stems from his background in English education, Zach provides his clients with thorough, forward-thinking, comprehensive wealth management. Zach made an early career change with the focus of applying his teaching experience to the world of wealth management. His motivations involve promoting values-based financial planning and cultivating lasting relationships with those he serves.

Prior to joining the team at EFP, Zach gleaned valuable skills from his time working as an advanced broker and high net worth representative at Charles Schwab, where he passed the Series 7, 63, and 66 exams. He also learned the ups and downs of trading, doing his best to help hundreds of clients as they attempted to time the market or play the odds of derivatives trading. Seeing the rarity of success and the disappointment of substantial losses to an unforgiving market strengthened his desire to spread factual information about market performance and proper diversification, and set realistic expectations for market returns.

Zach lives in Noblesville with his wife and two daughters. If he’s not working, he’s probably with his family at a park, museum, or zoo, or at home just enjoying being a full-time girl dad.