Vice President, Managing Director – Chattanooga
Zach provides holistic services to his clients, including budgeting and financial planning, portfolio management, retirement planning, tax strategies and estate planning.
He earned a bachelor’s degree from Western Carolina University and a master’s degree from the University of Georgia. He holds the Accredited Investment Fiduciary (AIF®) designation and is a CERTIFIED FINANCIAL PLANNER®.
His volunteer activities and board memberships include the Chattanooga Regional Homeless Coalition Board of Directors, The University of Tennessee at Chattanooga Planned Giving Advisory Council, Mountain City Club Board of Governors and Forest Hills Cemetery Board of Directors.