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Wealth Management

wealth management

anticipate. analyze. act.


meet our chief investment officer

meet our chief investment officer

Zach earned the prestigious Chartered Financial Analyst® (CFA®) designation. As a CFA® Charterholder, he joins a distinguished global community of over 200,000 professionals recognized for their expertise, integrity, and commitment to the highest standards in investment management. The CFA Program is considered one of the most rigorous in the industry, covering investment tools, valuing assets, portfolio management, and wealth planning.


Non-producing Registered Representative of Cetera Advisors LLC

Market & Portfolio Monitoring

Our investment team actively monitors global economic news, financial research, and real-time portfolio performance. This constant vigilance allows our strategies to remain aligned with market dynamics and your long-term goals.

Investment Strategy & Oversight


We refine and uphold our investment philosophy and asset allocation models based on evolving macroeconomic trends, client objectives, and risk tolerance. All investment decisions are implemented consistently across client portfolios.

Team Leadership & Collaboration


We lead regular investment committee meetings to assess the market landscape, identify opportunities, and discuss risk. Our senior professionals also mentor analysts and support team members, fostering a culture of discipline, innovation, and accountability.

Due Diligence & Research


New ideas don’t make it into our portfolios without rigorous scrutiny. Our team oversees due diligence for all new investments, external managers, and products, supported by direct meetings with fund managers and market experts.

Risk Management


We evaluate portfolio-level and firm-wide risks daily, working closely with our Compliance and Risk teams to ensure strategies align with our internal frameworks and current regulations.

Internal Reporting & Communication


From executive leadership to financial advisors, we communicate clearly and frequently. We produce regular reports, performance summaries, and strategic insights to support both internal decision-making and advisor-client conversations.

Strategic Planning & Integration


Beyond daily execution, we play a critical role in long-term planning—collaborating with Compliance, Operations, and Business Development to ensure our investment strategies align with firm-wide goals.

Why it matters to you

Why it matters to you

Behind every portfolio is a rigorous, daily process managed by experienced professionals. Whether you’re saving for retirement, building generational wealth, or growing your business, our wealth management team is working behind the scenes to make sure your financial strategy is always one step ahead.Our business is built on a foundation of thoughtful client relationships.