Zach joined the team as Assistant Director of Operations in 2020 with over ten years of experience in the Financial Services industry. He is knowledgeable in a range of industry topics, from banking, to client services, to back-end operations, and he looks forward to using his wide understanding to help our clients achieve their goals.
Zach started his career at Wells Fargo, working as a licensed senior banker specializing in Wealth Management. Using his skills in client relations, he went on to work for Capital One Investing and then onto Charles Schwab, where he learned the Registered Investment Advisory business from behind the scenes – an invaluable journey into the client experience.
Zach and his wife, Rose, recently moved to the Houston area from Fort Worth. In his spare time, Zach enjoys playing soccer, hiking, running along the trails in Kingwood, and enjoying the great food and entertainment that the city offers.