Zach is an Investment Advisor Representative of DBS Investment Advisers, LLC. Zach works with clients all across Michigan and specializes in setting up individual or office retirement plans. From portfolio management to financial planning, debt-reduction strategies, and fiduciary client service, Zach provides clients with comprehensive strategies and assistance to prepare for retirement.
Zach dual majored in Finance and Accounting and graduated magna cum laude at Saginaw Valley State University in 2012. He has earned his designations of Accredited Investment Fiduciary (AIF®) in 2020, Certified Financial Planner (CFP®) in 2021, and Master of Science in Personal Financial Planning (MS-PFP) in 2022.
In his spare time, Zach enjoys spending time with his wife and four children. In addition, Zach seeks out volunteer opportunities and has been involved with Leader Dogs for the Blind, Habitat for Humanity, and United Way.