Zach started in the financial services industry in 2022 with Equitable Advisors working with households in the pacific northwest with tax-advantaged retirement and estate planning, unique wealth building tactics, and family protection.
Every household is unique in their own way – which is why Zach and his team start with what is important to you first. This allows them to get to know you as an individual and provide strategies that suit you and your goals specifically. The relationship they pursue with their clients is long-term, seeing you through each milestone you set out to achieve. As changes and questions come up along the way, Zach wants to be there to help.
About Zach:
Zach has been with Equitable since graduating college in 2022. He went to Carroll University in Wisconsin, earning a bachelor’s degree in finance and playing Division III baseball.
A lifelong resident of the pacific northwest, Zach coaches club baseball in Kirkland and enjoys the outdoors, especially the Cascade Mountains, San Juan Islands and the Puget Sound, fishing for salmon.