As a Client Specialist, Zach enjoys helping clients through different phases of life and takes pride in helping them achieve their financial goals. Zach supports the advisors through generating financial plans, conducting investment research, and assisting with meeting preparation.
Zach has earned his bachelor’s degree in business administration with dual majors in finance and accounting from the University of Dayton in 2025. Zach interned with The FWP Group for a year and a half before joining full-time upon graduation. During this time, he also became fully licensed by obtaining his Series 7 and 66. He has also earned his Wealth Management Certified Professional (WMCP®) designation.
Outside of the office, Zach enjoys golfing, exercising, and spending time with his friends and family. He is an active member of Springboro Baptist Church and serves on the board of the South Dayton Young Professionals group, where he regularly volunteers and participates in community outreach initiatives.