Operational excellence is never an accident—it’s the result of consistent leadership, thoughtful systems, and a deep understanding of how great client experiences are delivered. As HHFG’s Operations Leader, Zach brings all of these elements to life, playing a pivotal role in ensuring the efficiency, quality, and consistency that define our client experience.

Zach was promoted to Operations Leader in January 2025 after spending nearly five years as a Wealth Strategy Coordinator, a role in which he gained firsthand insight into what clients need most and how our advisors are best supported. During that time, he worked closely with our financial advisors to analyze complex financial scenarios, design custom strategies, and ensure each client plan was crafted with precision, clarity, and care. That experience now informs every decision he makes in his leadership capacity.

As a critical member of the leadership team, Zach is responsible for driving our operations department forward—from optimizing workflows and managing internal systems to ensuring team accountability and upholding brand and service standards. He is deeply involved in strategic planning sessions and cross-functional collaboration, and leads with a combination of technical expertise, hands-on problem solving, and calm, people-first leadership.

Zach is passionate about creating an environment where team members are empowered, clients feel supported, and operational excellence becomes the norm. Whether he’s overseeing team development, refining internal processes, or responding to real-time challenges, Zach is a steady, strategic force behind the scenes—committed to ensuring the HHFG Team delivers on its promise of turning vision into freedom, one process and person at a time.