Why I Love My Job
I share a workplace where excellence is expected—and supported. I get to learn from incredibly experienced professionals who genuinely want to see one another succeed.
Zachary’s role as Associate Client Service Manager spans a variety of professional responsibilities, including initiating money movements, preparing new account paperwork, coordinating client meetings and liaising with our custodians. He excels in his attention to detail—helping ensure that all client services are handled precisely and delivered seamlessly. “It’s incredibly rewarding to see our clients benefit from the strong relationships we build and the dedication our team brings to every project,” he says.
Zachary thrives in HH’s collaborative environment and is dedicated to deepening his knowledge of the wealth management profession. He joined our Long Beach team as a Finance intern in 2024; we welcomed him as a full-time associate in 2025.
Born and raised in Beaverton, Oregon, Zachary earned a Bachelor of Science in Economics with a concentration in Financial Management from California Polytechnic University, San Luis Obispo. He especially enjoys travelling, golfing, snowboarding—“and any way I can spend time outdoors with friends.”
Fun Fact
My bucket list includes visiting all 30 Major League Baseball stadiums with my mom. So far, we’ve been to 13!