As a Partner with FiduciaryVest, Zack’s energies are 100 percent devoted to serving the changing needs of retirement plan sponsors and advising on all aspects of qualified plan performance.
Since his career began at Arthur Andersen in 2001 as an analyst, Zack has worked closely with FiduciaryVest’s founders. Zack exemplifies the long and productive relationship which connects much of the client-facing team.
Today, Zack specializes in providing consulting services to 401(k) and 403(b) fiduciaries, and as project manager for some of the firm’s most complex engagements.
Originally from Niceville, Florida, Zack is a summa cum laude graduate of the University of Florida with a degree in Finance (Go Gators!). He earned his Chartered Financial Analyst designation in 2006. When not with a client, Zack loves to cook for his wife and two boys, coach soccer and exercise his passion for Brazilian Jiu Jitsu.