Client Advisory

Biography

Zach is a Principal in the Cincinnati North office where he provides comprehensive financial planning and investment management services to private and institutional clients. His disciplines include personal financial planning, tax planning, risk management, and alternative investments.

Prior to joining Cerity Partners, Zach served as a Senior Financial Advisor at ARGI Financial Group. Additionally, he worked as a Wealth Advisor for a local independent financial planning firm in Dayton Ohio.

Education

  • B.S. in Financial Services from Wright State University
  • B.S. in Investments from Wright State University
  • B.S. in Accounting from Wright State University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management AdvisorSM
  • Board Member at the Hope Rising Pregnancy Center

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.