As an LPL Financial Advisor, Zach believes that sound, consultative financial planning helps clients live better now, while reliably pursuing long term financial goals. Zach specializes in wealth management, and advanced insurance planning for families and small business clients. These strategies are individually designed with the goal of placing you on the path to financial success.
Before joining Gulf Coast Wealth Management, Zach worked as a financial advisor with Magnolia Wealth Strategies and the MetLife Premier Client Group of Louisiana. He is an LPL Investment Advisor Representative, LPL Registered Representative, and a Louisiana Licensed Insurance Agent as well as being licensed to sell investments and insurance in multiple other states.
Zach is extremely involved in numerous community associations. He is a Project Leader of “Where Ya’ Rack?,” a project of the Young Leadership Council, a member of the French Quarter Business Association (FQBA), and a member and Ambassador for the New Orleans Chamber of Commerce. Additionally, he holds an Associate of Arts degree with a concentration in Financial Services from the University of Phoenix and is enrolled in a CFP ® Board-Registered Program.
Zach lives in the Riverbend of New Orleans and enjoys bike rides on the levee to the Fly, and walking Tchoupitoulas, his 9 year old English bulldog.