Zach joined the Cornerstone team in 2024 with a focus on delivering investment planning, asset management, and retirement planning services to clients.
In addition to his five years’ experience in financial services, Zach holds the CERTIFIED FINANCIAL PLANNER® designation, representing a standard of excellence for financial advisors. Zach earned his bachelor’s degree in marketing from St. John Fisher, where he also captained the Men’s Lacrosse team.
Outside the office, Zach enjoys golf, lacrosse, reading and working out. Zach and his wife live in Honeoye Falls with their son, August.
Certificates
- CFP®