Zack earned a Bachelor of Arts in Finance, with a minor in Economics, from Michigan State University. Zack is a Chartered Financial Analyst (CFA®) charterholder, and also holds a Michigan Real Estate Salesperson License. Alongside his role with Siena Wealth Advisors, Zack is actively involved with Siena’s sister company, Siena Accounting, preparing taxes for individuals and small businesses. He also works extensively with Siena Retirement Services helping develop new and current employer-sponsored retirement plans.
Zack was recently appointed to the board of directors for the Ronald McDonald House of Mid-Michigan. He also serves on the committee for Ronald McDonald House, helping organize and execute their Run for the House 5K Run/Walk and 10K Run. Zack serves as an Ambassador for the Lansing Regional Chamber of Commerce.
Prior to joining Siena Wealth Advisors Zack served as a Private Equity Intern for The Behring Group in Danville, California, heavily involved in their commercial redevelopment and valuations. Also, he was a Credit Intern for Greenstone Farm Credit in East Lansing, Michigan.