Zach works primarily with high net worth and high-income individuals and families on everything from wealth building strategies and estate planning to specific retirement allocations and personalized retirement plans. Zach attended Bentley College and received his bachelor’s degree in marketing. He then went on to the McCallum Graduate School and received his master’s in marketing analytics. McCallum Graduate School is continually ranked as one of the top graduate schools in the country and is home to a state-of-the-art trading room on campus where Zach spent much of his time. After his schooling, Zach moved to Portland and worked in business development for a small distributor before comin