EXPERIENCE & EXPERTISE
Zack is a Financial Advisor in the firm’s Institutional Consulting Group. Prior to joining Greenspring, he worked in a financial planning capacity for RBC. He serves as the primary advisor and financial coach for employees of Corporate Retirement Plan clients.

EDUCATION, AWARDS AND RECOGNITION
B.S. in Finance, Minor in Personal Financial Planning
CERTIFIED FINANCIAL PLANNER™
FAVORITE THING ABOUT WORKING WITH CLIENTS
“I love helping clients articulate their dreams and then collaboratively create a plan to achieve those dreams. I will never grow tired of being there the moment that the client realizes that the life they want is within reach.”

MY PHILOSOPHY ON CLIENT SERVICE
“We may be the experts in the financial stuff, but clients are the experts in their lives. A collaborative approach is key.”

WHAT I LOVE ABOUT GREENSPRING
“I love the collective passion of the team at Greenspring. Everyone is dedicated to client service and truly holds the core purpose in mind at all times.”