Designations and Licenses

Zach is a Certified Public Accountant.

Experience and Education

Zach works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Zach worked for FCG Advisors as a financial advisor, where he maintained relationships with clients and drove business development. Prior to that, he worked at Deloitte in a management consulting capacity, helping to streamline accounting and business processes.

Zach has a bachelor’s degree in accounting and business administration degree from Muhlenberg College.

Personal Interests

Zach is an avid golfer and the cofounder and treasurer of Impart4Kids, a foundation built to provide resources and fuel educational opportunities for at-risk children.