Zach specializes in insurance planning, employee retention solutions, planning for the purchase or sale of a business, succession planning and estate planning.

Zach brings a consultative approach that helps clients clearly identify goals to arrive at solutions. Planning is very specialized to business owners and high net worth individuals. Zach's interactions with them every day have brought deep understanding of needs that can be significantly complex.

Outside of work, Zach enjoys spending time with his wife, Taylor, two children, Soren and Sam, and their dog , Zodi. You'll find his family doing many things the outdoors has to offer: golf, swimming at the pool and going for long walks.