Designations and Licenses

Zachary is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Zachary provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Zachary was a senior wealth advisor with Corbett Road Wealth Management. He managed a segment of the firm’s clients, delivering comprehensive wealth and investment management services. Before that, he was a director of financial planning for a start-up RIA and served as a family office advisor at a private bank, working with ultra-high-net-worth individuals and families.

Zachary holds a bachelor’s degree in business administration with a specialization in finance from Southern Illinois University.

Personal Interests

Away from the office, Zachary enjoys golf, reading, cooking and fishing. He is also an ambassador for St. Louis Children’s Hospital.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.