Zachary has been in the financial planning and investment advisory industry since 2009. With over a decade of industry experience, 8 years of which have been with Securities America, INC. and Verus Capital Partners, LLC, Zachary has primarily performed roles focused on the customers of the firm. He has kept financial planning and portfolio management, ongoing value creation for clients, high level client services, and client centered engagement at the forefront of what we do. He seeks to find better ways to serve our clients in our existing capacities, as well as always striving for new and innovative ways to bring high impact outcomes to our clients. He understands it is a privilege to do what we do, and to maintain that privilege we must earn it on a daily basis by adhering to the highest standards of ethics, transparency, service, and knowledge.

He graduated Magna Cum Laude from Arizona State University with a Bachelor of Science in Business Management and an International Business Certificate. He was also a member of the 2009 NCAA Track and Field Championship team.

He is a Certified Divorce Financial Analyst (CDFA®) and holds his Series 7, 24, 63, and 65 securities licenses through LPL Financial. In addition, he is currently pursuing a designation as a Certified Financial Planner (CFP®). He lives in Scottsdale, Arizona and San Diego with his wife Kristin and their two dogs. He enjoys reading and cycling.