Experience

With over 16 years experience in the financial industry, Zach brings a distinctive financial perspective to his clients.  Recognized as Forbes Best-In-State Advisors (2022 - 2024), Zach has helped guide his clients through complex financial landscapes by delivering tailored investment strategies, retirement planning solutions, and strategic financial guidance. 

The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

Zach’s client-first approach includes a strong emphasis on personalization and tax optimization, and his holistic approach is designed to meet his clients needs today and preserve long-term value for their future.  

A lifelong learner with a strong academic background, Zach holds an MBA from the University of North Carolina at Chapel Hill and earned a BBA with a triple major from the University of Wisconsin-Madison. First licensed back in 2000, he worked as an institutional trader before transitioning into wealth management.

For nearly two decades, Zach has called Jupiter, Florida home, where he lives with his wife, Irina, a CRNA who holds a master’s in anesthesia, and their three children, 10 year old twins Sophia & Liam, and 8 year old Nina. Outside of work, Zach is an avid sports enthusiast with a lifelong passion for the game of tennis.

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Amy is a dedicated Senior Client Service Associate, bringing over 23 years of experience in the wealth management industry.  She is fully licensed, and provides comprehensive support to advisors and clients ensuring  the highest level of client service and operational excellence.   Amy understands the complexities of the financial industry, and is committed to continuous learning, even sharing her expertise with Client Associate colleagues as a trainer and coach in her former role. 

Known for her attention to detail, proactive communication, and commitment to client satisfaction, Amy plays a vital role in fostering long-term relationships and providing a positive client experience.  She understands that each clients’ needs are uniquely complex, and she takes time to differentiate support for each relationship.

Amy’s passion for financial services is matched only by her deep commitment to family. She has two children and five grandchildren, with one more on the way. Outside of work, Amy enjoys spending time with friends and family and embracing the importance of both financial and personal well-being.