About Us
Partner & Senior Financial Advisor
Zach is the firm’s chief operations and relationship leader, focused on delivering a consistent, high-touch experience for complex families. Since entering the wealth management industry in 2014, he has supported entrepreneurs, executives, and multigenerational families at major Wall Street firms, including Merrill Lynch and Stifel, and now at K|H Private Wealth.
He oversees day-to-day operations, onboarding, service workflows, and reporting—aligning people, process, and technology so clients experience clarity rather than friction. As a primary point of contact for many families, Zach coordinates communication, meetings, and follow-through across the firm’s planning and investment work, making it easier for clients to stay informed and move forward with confidence.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification. CPFA™ and/or Certified Plan Fiduciary Advisor™ certification is issued by the National Association of Plan Advisors to represent completion of a credential program involving fiduciary responsibility, regulatory compliance, and best practices in retirement plan management. For advisor registration information, please visit advisorinfo.sec.gov.
