Zach is a CERTIFIED FINANCIAL PLANNERTM professional who works closely with clients on their retirement planning and asset management needs. In addition to serving his own clients, Zach is the Director of Financial Planning for PlanVest and plays a lead role in the selection and utilization of key administrative, investment, and analytical software we use to help make informed investment decisions. He also leads PlanVest in the formation of our financial plans using advanced software. Zach most enjoys helping clients envision how their savings and benefits work together to create their own personal roadmap to a rewarding retirement.
In 2019, Zach earned the prestigious CERTIFIED FINANCIAL PLANNERTM certification; and he also holds the designation of Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM). Zach is a graduate of Hood College in Frederick, MD, earning a Bachelor of Arts degree in Business Administration with concentrations in finance and marketing.
Zach resides near Charles Town, WV with his wife Kirsten, and daughter, Claire. He enjoys Catholicism, homesteading, reading, gaming, weightlifting, and is an avid car enthusiast. Zach is a proud member of the Finance Council of his Catholic Parish, St. James the Greater in Charles Town.