Zach has five years of experience helping financial professionals deliver the benefits of insurance to their clients through a holistic financial planning process. He holds his Series 6, 26 and 63, in addition to his Tennessee Life Insurance License. Zach earned a bachelor’s degree in Risk Management and Insurance from the State University of New York at Oswego.
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Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.