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. Several years later, I still 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
Financial Planning Association of CNY
Experience:
Zach started his professional career at Rockbridge. While earning a BS in Accounting from SUNY Geneseo, he interned at Rockbridge and immediately developed a passion for what Rockbridge brings to their clients’ lives. Upon graduation and with multiple job offers in the industry, 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:
Zach has the shortest commute to the office, residing in Downtown Syracuse with his fiancé, Jenna, and their Corgi, Wesley. In his free time, you'll probably find him enjoying the outdoors, checking out a local brewery or watching his favorite sports teams.
