Zach works primarily with high net worth and high-income individuals and families on everything from wealth building and estate planning to specific retirement allocations and personalized retirement plans. Zach attended Bentley College and received his Bachelor’s degree in Marketing.
Post undergrad, he went on to the McCallum Graduate School and received his Master’s in Marketing Analytics. McCallum Graduate School is continually ranked as one of the top graduate schools in the country and is home to a state of the art trading room on campus where Zach spent much of his time.
After his schooling, Zach moved to Portland and worked in business development for a small distributor before coming to Means and joining the family business in July 2009. Zach holds his FINRA Series 24, 7, 65, and 63 licenses, as well as his life insurance license.
Zach is married to his high school sweetheart, Bailey, and they have two children, Wyatt and Evie. He enjoys fly-fishing, canoeing, snowmobiling, skiing, and spending time with family at “camp” on Moosehead Lake in his spare time. Zach currently serves on the Board of Directors at Machias Savings Bank and is the founder and past chair of FUSION Sports.