Zachariah brings an analytical approach to wealth management shaped by an unconventional career path. A U.S. Army veteran, he spent nearly five years as a senior analytics and data engineer in corporate finance before transitioning to helping individuals and families build and preserve their wealth.

His background in data and financial systems influences how he evaluates markets, combining quantitative analysis with an interest in macroeconomic trends, monetary policy, and digital assets such as Bitcoin. Rather than relying solely on conventional investment frameworks, he helps clients understand how broader economic forces can affect long-term portfolios.

He is motivated by helping clients make informed decisions in a rapidly changing financial landscape. He believes every client deserves honest advice, thoughtful guidance, and the same level of care and attention, regardless of portfolio size.

Outside the office, Zachariah enjoys hiking the Bay Area mountains with his wife and their Bernese Mountain Dog.