Prior to joining Stratos, Zach worked at Charles Schwab in their Retirement Services department. During his time at Schwab, Zach gained a vast knowledge of financial services that has helped to enforce his passion for this industry. Zach also has experience with client service and operations from working at Sequoia Financial Group. He currently holds his FINRA Series 7 license with LPL Financial.
Zach uses his organizational and communication skills to effectively contribute to the Business Services Team. He has a passion for getting things done right the first time and being a great resource for advisors. He thrives in an environment where he is constantly learning and adapting to new situations.
Zach currently lives in Cuyahoga Falls where he spends his free time exploring the various metro parks, finding great places to eat, and spending time with his family and friends.