About Zachary

I’m an Wealth Management Advisor at TIAA with a strong, intrinsic motivation to serve others. I love having the opportunity to work with clients who have dedicated their lives to serving people. Whether they’re saving for retirement, making that transition, or have been in retirement for 20 years, I get to play a role in helping ensure the successful outcome of each client’s investment planning goals. I believe they require the same level of support that they give to others. As a Marine Corps veteran, Army veteran, and former law enforcement officer, commitment to service and dedication to the people in my community is the most rewarding part of my work. The relationships I build with my clients can last a whole lifetime, and the strategies we implement can potentially impact the next generations of their families. I have a bachelor’s degree in organizational leadership at Colorado State University. I currently live in Los Angeles, and in my free time, I enjoy visiting my daughter in Steamboat Springs. In the winter, we like to ski, snowmobile, and ice fish, and in the summer, we horseback ride, hike, and travel.