Specialties: Business development, relationship management, and coordination with outside advisors (CPAs, Attorneys) on client projects, exit/succession planning for entrepreneurs and financial education for children and grandchildren of clients.
Experience: Zach has been a member of the Hollencrest team since 2011. Previously, Zach served 4 years on active duty in the U.S. Army with the 2nd Battalion Field Artillery Regiment as the S4 (Finance/Logistics Officer) stationed at Schofield Barracks, HI. During his active duty, Zach was deployed to Iraq from January 2004 to February 2005. He went on to work as a pharmaceutical sales representative for GlaxoSmithKline and then as a Private Risk Advisor for Momentous Insurance Brokerage before joining Hollencrest.
Qualifications: Zach graduated from UCLA with a B.A. in Political Science in 2001 where he was a member of UCLA Army ROTC and recognized as a Distinguished Honor Graduate. Zach went on to complete his M.B.A. from UCI in 2015.
Involvement: Zach served on the Ambassador Committee for Orangewood for 3 years. Zach was a Big Brother for BBBS Orange County in 2016-17. In 2016, Zach became a special advisor for the NOVA Academy, a charter high school, where he oversaw the acquisition and construction of its newly renovated campus in downtown Santa Ana.
Interests: Zach enjoys spending time with his wife and 2 young sons, and playing and watching soccer (Visca El Barca!) and cycling in his free time.