About Zachary
For Zack, serving as an associate wealth advisor combines his two main passions: numbers and people. By utilizing his quantitative skills to develop holistic financial plans, Zack helps families navigate their path toward financial freedom. His goal is to simplify the complexities of multigenerational wealth and empower clients to realize their dreams for the future. He prides himself on communicating transparently and always maintaining a fiduciary mindset.
Zack became interested in the financial planning field after his parents taught him the value of money and preparing for the future. He observed early in life how managing money can create a significant burden for families and become an unnecessary source of stress. He appreciates that financial planning can alleviate that burden and help people focus on the things that matter.
Prior to joining Buckingham in 2023, Zack worked for Bernstein Private Wealth for five years, most recently leading the client service team in San Francisco. He also held wealth management positions as an associate and senior associate. He earned his Bachelor of Science in quantitative finance from Lehigh University in Bethlehem, Pennsylvania.
Zack lives in Austin with his fiancé, Hannah, and their two dogs. Originally from Philadelphia, Zack is an avid Philly sports fan (go birds!). Outside of work, he enjoys staying active by playing basketball, golfing and bowling.
For Zack, serving as an associate wealth advisor combines his two main passions: numbers and people. By utilizing his quantitative skills to develop holistic financial plans, Zack helps families navigate their path toward financial freedom. His goal is to simplify the complexities of multigenerational wealth and empower clients to realize their dreams for the future. He prides himself on communicating transparently and always maintaining a fiduciary mindset.
Zack became interested in the financial planning field after his parents taught him the value of money and preparing for the future. He observed early in life how managing money can create a significant burden for families and become an unnecessary source of stress. He appreciates that financial planning can alleviate that burden and help people focus on the things that matter.
Prior to joining Buckingham in 2023, Zack worked for Bernstein Private Wealth for five years, most recently leading the client service team in San Francisco. He also held wealth management positions as an associate and senior associate. He earned his Bachelor of Science in quantitative finance from Lehigh University in Bethlehem, Pennsylvania.
Zack lives in Austin with his fiancé, Hannah, and their two dogs. Originally from Philadelphia, Zack is an avid Philly sports fan (go birds!). Outside of work, he enjoys staying active by playing basketball, golfing and bowling.