About Zachary
Zach supports high net worth individuals and multi-generational families with comprehensive financial planning, investment strategy, and long-term wealth stewardship. With hands-on experience across retirement planning, tax efficient strategies, and cash flow modeling, Zach plays an active role in designing and implementing holistic financial plans tailored to each client’s goals, values, and life transitions.
Prior to joining Focus Partners Wealth, Zach worked for eMoney Advisor giving him early exposure to complex financial cases. This experience shaped his deep belief in proactive planning, clarity in communication, and multi-disciplinary coordination with accountants and estate attorneys.
Outside the office you may find him training for his next marathon, hiking in the Blue Ridge Mountains, or fly fishing. He also serves on the board of directors for the James River Horse Foundation as part of their finance committee.
Education and Professional Milestones
- Virginia Tech – bachelor’s degree in financial planning
Zach supports high net worth individuals and multi-generational families with comprehensive financial planning, investment strategy, and long-term wealth stewardship. With hands-on experience across retirement planning, tax efficient strategies, and cash flow modeling, Zach plays an active role in designing and implementing holistic financial plans tailored to each client’s goals, values, and life transitions.
Prior to joining Focus Partners Wealth, Zach worked for eMoney Advisor giving him early exposure to complex financial cases. This experience shaped his deep belief in proactive planning, clarity in communication, and multi-disciplinary coordination with accountants and estate attorneys.
Outside the office you may find him training for his next marathon, hiking in the Blue Ridge Mountains, or fly fishing. He also serves on the board of directors for the James River Horse Foundation as part of their finance committee.
Education and Professional Milestones
- Virginia Tech – bachelor’s degree in financial planning