As Director of Information Technology Services, Zach is responsible for the technological direction of the company. He enjoys creating technology efficiencies for advisors to help them better serve and support their clients. He has a Bachelor of Science in Business Administration.
Zach has over ten years of experience in the financial services industry starting with 5 years working in the compliance department at TD Ameritrade. He then transitioned to the FinTech space, working 3 years at Orion Advisor Services. His most recent experience was working for an independent broker dealer in Dallas, supporting their advisors and RIA’s on the Orion technology platform.
Zach currently resides in Dallas with his wife. He enjoys traveling and watching sports.