Zachary blends deep technical expertise with a gift for making the complex simple. Originally from New York, Zachary studied at Appalachian State and earned his master’s at the University of Denver before making Colorado home. Before joining Perspective Wealth, he spent five years in accounting — three at a major international CPA firm and two at a local firm — building a strong foundation in tax and financial strategy. Today, he uses that background to help clients untangle complexities and move confidently toward their goals.
What Zachary enjoys most is educating clients so they understand not just what they’re doing, but why. He believes financial planning is an ongoing process that starts with big-picture goals and flows into actionable steps.
Outside of work, Zachary enjoys hiking, skiing, and time with family and friends. He and his wife are active members of St. Spyridon’s Orthodox Church in Loveland.
Once we talk, you’ll see the difference.
95% of people become ongoing clients after consult.
This figure is based on internal firm data for consults conducted between January 2025 and December 2025. Individual decisions to engage our firm vary based on personal circumstances. Past engagement rates are not indicative of future results and should not be construed as a guarantee of client experience.