Zachary has specialized in the 401(k) and retirement plan marketplace since 2005, representing businesses and non-profit organizations in a number of U.S. states including California, Texas, Florida, Maryland, Pennsylvania, New Jersey, and New York. He has maintained a focus on serving the needs of small to medium size businesses with the installation of new retirement plans and the assessment for conversion of existing plans.
Zachary’s specialty is providing education to plan sponsors and participants. Committing time to the local community, Zachary volunteers with the Big Brother Big Sister Foundation.
He lives in Philadelphia, Pennsylvania and serves business customers acros the country. Zachary holds the designation of Accredited Investment Fiduciary (AIF®). He obtained the Accredited Investment Fiduciary designation to improve his understanding of those who hold fiduciary roles.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies