How I got here:
“While earning my bachelor’s degree in accounting from SUNY Geneseo, I was able to land 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 same industry, but it was apparent to me that my values best aligned with the values in practice every day at Rockbridge. I consider myself very lucky to join such a fantastic team right out of college.”
Favorite part of the job:
“I enjoy the process of problem-solving, whether it be in the form of simplifying the financial picture of a client or finding solutions that can improve operational efficiency for 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.”
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 both playing and watching a variety of sports. I am a huge fan of the Buffalo Bills, Philadelphia Flyers, and all things Syracuse Orange.
Contact:
Call 315.671.0588 or email zdebottis@rockbridgeinvest.com.