Zach is a Wealth Advisor at W.A. Smith Financial Group. He specializes in creating a customized plan for retirees and pre-retirees with a focus on retirement income planning, wealth management, wealth preservation and estate planning.
Zach joined W.A. Smith Financial Group as an advisor in January 2022, bringing more than 10 years of financial-services experience, having previously worked for JP Morgan, TD Ameritrade, and PNC Bank. He holds a Series 66 securities license and an Ohio Life and Health insurance license.
A native of Baltimore, Md., Zach holds a Bachelor of Arts degree in English from the College of Charleston in South Carolina. He now calls Doylestown, Ohio, home, along with his wife, Katlyn, and their young children.
Away from the office, Zach enjoys playing board games with his kids, golfing, and coaching T-ball and flag football. He’s a huge fan of sports, particularly professional football, baseball, the PGA, and horse racing.
Get to know Zach
Favorite Food: Shrimp Fra Diavolo
Favorite Book: The Count of Monte Cristo
Favorite TV Show: Peaky Blinders
Favorite Quote: Get busy living or get busy dying. – Andy Dufresne, Shawshank Redemption