Meet Zach

As a financial planner, I have been helping educate and serve clients in the New England region since 2014. My specialty lies within the family and individual planning market. I love meeting families with children and professionals who are trying to learn more about their finances and set themselves up now – and in the future. 

I choose to operate my practice with Commonwealth Financial Group, a Boston-based firm formed in 1857, for a few key reasons: 

• Access to  high quality investment & protection products available and without bias 
• Comprehensive, holistic planning process based around client education and strategy 
• Large corporate resources with a local, personalized feel.

I value trust, clarity, teamwork, and relationship building as the cornerstones of my practice. The approach to planning is simple – educate clients about what they have, weigh the positive and negative impact of each decision, and make ongoing improvements to a financial plan that are simple to understand and implement. 

Financial planning goes far beyond just investments. Whether you are a successful business owner or new parents trying to make ends meet, the education and strategies I provide will help put your mind – and your wallet – at ease.

I graduated from UMass Dartmouth with a bachelor’s degree in business marketing. Currently my wife, Katelynn, and I reside in Attleboro, MA with our son, Theo and pup, Mochi. When I’m not helping clients, I enjoy spending time with friends and family, traveling abroad, exploring New England’s gorgeous coastline, cooking and craft beer. I am also a passionate Boston sports and Arsenal FC fan.

Contact me today to get started on your plan. As the famous saying goes:

“A goal without a plan is just a wish” – Antoine de Saint-Exupery