How I got here:
“While earning my bachelor’s degree in accounting from SUNY Geneseo, I landed an internship position at Rockbridge. From there, I developed a real passion for what Rockbridge brings to their clients’ lives. When approaching graduation, I spoke with multiple firms in the industry, but it was apparent to me that my values best aligned with the values in practice every day at Rockbridge. A few years into my career now, I consider myself lucky to work with such a fantastic team every day.”
Favorite part of the job:
“I have always enjoyed the process of problem-solving. Today, that passion takes shape in the form of simplifying the financial picture for clients of Rockbridge. It is rewarding to know that the work I do directly translates into peace of mind for the client, something that everyone can appreciate when it comes to finances.”
Professional organizations:
NAPFA (New England-Mid Atlantic Regional Board) Financial Planning Association of CNY
Experience:
Zach started his financial career at Rockbridge. While earning a BS in Accounting from SUNY Geneseo, he interned at Rockbridge and developed a real passion for what Rockbridge brings to their clients’ lives. Upon graduation and with multiple job offers, he felt strongly that his values best aligned with the values in practice every day at Rockbridge. He considers himself fortunate to work with such a fantastic team every day. Zach is a Certified Financial Planner®.
Education:
CERTIFIED FINANCIAL PLANNER®, (CFP®)
Accounting (B.S.), State University of New York College at Geneseo
Beneath the surface:
I would consider myself to be a bit of a sports enthusiast. In my spare time, I enjoy playing and watching a variety of sports. I am a huge fan of the Buffalo Bills and all things Syracuse Orange.
