As a Client Services Manager for PlanVest Financial, Zach enjoys supporting the day-to-day administrative operations and working with clients. He plays an active role in the selection and utilization of key administrative, investment, and analytical software we use to make informed investment decisions, and provide our clients with a high degree of service.
Zach is a 2016 graduate of Hood College in Frederick, MD, earning a Bachelor of Arts degree in Business Administration with concentrations in finance and marketing. Zach is currently working towards obtaining his series 7 and 66 securities licenses.
Zach resides in Monrovia, MD and enjoys outdoor activities, weightlifting, caring for his two doberman pinschers Samson and Sofia, and is an avid car enthusiast.
Chartered Federal Employee Benefits Consultant or ChFEBC℠