Zach joined Palm Beach Wealth Advisors after graduating from Florida Atlantic University with a Master’s Degree in Finance. Prior to joining our team he was an account executive at American Insurance and Financial Services in Boca Raton, FL.

Zach develops and manages relationships with affluent clients and their families, and understands the unique financial situations that they face. His knowledge of the financial markets helps him construct and maintain long term financial plans. Zach analyzes individual equity and fixed income positions, in addition to annuities and life insurance policies.

Zach holds his Chartered Financial Analyst^® (CFA) designation, one of the most highly regarded and rigorously focused financial designations in the world. CFA Institute members understand that trust is key to building a strong relationship. The CFA Institute’s Code of Ethics and Standards of Professional Conduct (Code and Standards) are the ethical benchmark for investment professionals around the globe — the CFA Institute Code of Ethics and Standards of Professional Conduct.

Zach also holds his Series 7 and 66 licenses, AAMS designation, and his Life, Health and Variable Annuities Insurance license from the state of Florida.

Zach fully supports the fight against cancer as he has been personally touched by this disease. He is a committee member of the American Cancer Society’s Relay for Life event in Palm Beach county.

Zach currently resides in Jupiter, FL with his wife Kelly. In his free time, Zach enjoys spending time outdoors, playing soccer, and being on the water.