Zach understands that retirement planning and investment management can seem like daunting tasks. He aims to simplify the process and guide clients toward their individual objectives.

He recognizes that every client’s situation is unique, so he takes a personalized approach to helping them navigate the complexities of retirement planning. His main objective is to be a trusted resource and build strong, lasting relationships with his clients.

Zach specializes in 403(b) retirement plans, investment planning, risk management, and personal financial strategies. He helps members of the Pennsylvania State Education Association (PSEA) and their families plan for retirement and helps clients better understand their Public-School Employees’ Retirement System (PSERS).

Zach’s journey into finance began in 2021 when he graduated from California University of Pennsylvania. Before joining Kades Margolis, he spent two years assisting clients and financial professionals in successfully integrating risk management strategies into their retirement planning processes.

He is a Registered Representative and Investment Advisor Representative of GWN Securities, Inc., an independent registered broker-dealer. He also holds life, accident, and health insurance licenses. His training and experience enable him to bring a high level of knowledge to each client’s situation and help identify solutions tailored to their specific needs and goals.

Zach lives in Greensburg, Pennsylvania, with his fiancé, Erika, and their Maine Coon cats. In his free time, he enjoys traveling, cooking, and working on the restoration of their Victorian home.