Zachery joined SD Capital full time following a two-year internship during his Finance studies at Miami University. As a Financial Advisor, he plays a crucial role in partnering with clients to develop and implement personalized financial strategies that align with their unique goals and life circumstances.

With strong expertise in portfolio management, risk assessment, and financial planning, Zachery leads client meetings with a focus on clear communication and actionable guidance. His hands-on approach ensures that each client receives tailored support designed to build long-term confidence and financial security.

Zachery holds FINRA Series 7 and 66 licenses, as well as Ohio life and health insurance certifications. He is committed to continuous learning and professional growth, actively pursuing additional credentials to deepen his knowledge and better serve clients in a dynamic financial landscape.

Dedicated, approachable, and detail-oriented, Zachery believes that effective financial advising is rooted in trust and transparency. He works closely with clients to help them navigate complex decisions, stay on track with their goals, and achieve greater peace of mind throughout their wealth journey.