Personal Insights from Zach:

Something I’ve learned through my life experiences is that one of the key characteristics that helps build a strong relationship is vulnerability. As financial advisors, we’re privileged that clients come to us with a certain degree of vulnerability when they share not only the details of their financial lives, but also provide us with a related picture of their personal lives. To me, it’s a great honor to be that trusted partner and walk alongside our clients through all the different stages of life. Being able to be there for clients during both the highs and the lows of life takes a great amount of trust and is something I will never take for granted. Being from a family that instilled in me the values of hard work and empathy, I am passionate about being able to deliver a great experience to new and existing clients who entrust Sequoia with their financial lives.