Graduated from the University of Dayton with a degree in Business Management. He currently holds his Series 7, 63 and 65.
Zach has over 5 years of experience in the financial industry. Starting at M&T Bank through their Management Development Program, he has held various roles within the Financial Crimes Department, advising business stakeholders fighting the ever-changing fraud landscape. Zach joined Angelo Planning Group in 2023 and focuses on helping his clients better understand their financial goals while accounting for unique life circumstances, regardless of just beginning their career, reaching retirement, or anywhere in between.
As a lifelong resident of Buffalo, NY (Canisius HS), Zach is a Bills season ticket holder and a local youth basketball coach.