Financial Planner & Project Manager
Zach is a Certified Financial Planner™ who has honed his craft at advisory firms big and small. He joins the team as a financial planner and project manager, working directly with clients towards their goals and with team members to continually improve Upstart’s infrastructure and processes.
Zach is just as happy coaching a client through a complex financial decision as he is designing schema to help an organization run more efficiently. He thinks of these two disparate skillsets as complementary; individual client needs illuminate what can be improved upon or built from scratch to better serve all clients.
His free time is allocated according to the seasons; skiing in the winter and hiking in the summer. On those rainy Seattle days (of which there are many), find him with a book and a cup of coffee brewed from beans he roasted himself.
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