Speak with a Financial Expert
Speak with a Financial Expert

Zach is committed to client communications that are clear, personable, and warm, and ensuring that the entire Bay Point Wealth operation runs as smoothly as a possible.

Prior to joining Bay Point Wealth, Zach worked in journalism and media production—running the gamut from documentaries to daily news to podcasting—and his work has been seen locally and nationally on public television.

Realizing that the skillset he had developed in journalism and production—research, interviewing, detail orientation, and a knack for connecting with people—could be applicable to financial planning, Zach began looking into the possibility of changing industries. He only wanted to work for a firm that conformed to the fee-only, fiduciary standard of care—putting client interests above all else—and Bay Point Wealth was the perfect fit.

Zach serves as the Marketing and Operations Specialist for the Bay Point Wealth team. In this role, he makes sure that all client-facing communications are accurate, to the point, friendly, and helpful—exactly what clients have come to expect from the advisors at Bay Point Wealth. He also works on the operations side, where he helps to make that sure all of the firm’s systems are serving clients as efficiently as possible.

Zach graduated from the College of William and Mary in 2015. In his free time, he enjoys cooking, hiking, reading, cycling, live music, and spending as much quality time with family and friends as he can.

 

Certifications & Education

  • Bachelor of Arts, the College of William and Mary

Specialties

  • Writing, research, and communications
  • Media production