Zach has been in the life insurance industry and part of the TBA team for more than 13 years. Zach is focused on being a trusted resource for advisors, which is why his favorite part of serving advisors is the relationships he builds with them, as well as their clients, carrier contacts, and others whom he collaborates with.
Zach’s primary focus is on creating trusted bonds with advisors and consulting on case design, tax planning strategies, succession planning, and other scenarios where insurance can enhance the client’s financial plans and mitigate risk.
Zach holds Life and Health insurance licensing along with Securities Registration – Series 7, Series 66. He graduated from the University of Tennessee with a Bachelor Degree in Business.
He has also been a featured contributor in Advisor Magazine.
Zach is married to Sarah Beth and they have two daughters: Ellie and Rory.