Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Zach is a Principal in the Cincinnati 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.
Executive Financial Counseling
Restricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they're taxed at the federal level, and later treated as normal shares with tax implications during sale.
Partner & Market Leader
Partner & Practice Leader
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.