Zack grew up in Seattle, Washington and attended the University of Washington where he received a BA in Business Administration and a Masters in Tax Accounting (‘92/’94).
After college Zack worked for Arthur Andersen, LLP as a tax consultant. Although he appreciated the experience of working for an international accounting firm, Zack decided that he wanted to practice financial planning. In late 1996, Zack took a position with a boutique financial planning firm in Gig Harbor, Washington, and began his affiliation with Raymond James soon after, in the summer of 1997. In 2006, Zack and his business partner, Terri Stewart (Branch Manager), purchased an historic building in downtown Gig Harbor and moved their practice to this location.
In his free time Zack is on the board of the Emergency Food Network, and has a strong passion for all sports. To relax, Zack enjoys spending time with his kids and reading a good book.
Zack’s family includes his wife Tamara, son Jackson, and daughter Ava.
Licenses and Designations
CERTIFIED FINANCIAL PLANNER™, CFP®
CERTIFIED PUBLIC ACCOUNTANT
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Neither Raymond James Financial Services nor any Raymond James Fiancial Advisor renders advice on tax issus. These matters should be discussed with the appropriate professional.
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