ZACH HERRINGTON
WEALTH STRATEGY COORDINATOR
PAINTED POST OFFICE
EXPERTISE
As a Wealth Strategy Coordinator, Zach’s primary responsibility is to support the financial advisors and wealth managers on the HHFG Team. He works closely with them to analyze complex financial situations, conduct thorough research, and prepare comprehensive financial plans tailored to each client’s unique circumstances.
Zach possesses a strong technical background, and leverages his knowledge of financial markets, products, and regulations to provide accurate and up-to-date information. He takes pride in his attention to detail and ability to navigate intricate financial scenarios to help clients make informed decisions.
His role extends beyond number crunching. He is committed to building strong client relationships and delivering exceptional service. In addition to his technical skills, he is proficient in utilizing various financial planning software and tools. Zach is constantly staying up to date with industry trends, best practices, and changes in financial regulations to provide the most relevant information to the HHFG Team and clients.
Zach thrives in a collaborative team environment and understands the importance of effective communication and coordination. By working closely with our financial advisors, he contributes to a seamless client experience and assists in developing strategies that optimize clients’ financial well-being.
EXPERIENCE & BACKGROUND
Zach Herrington joined H&H Financial Group in early 2020 after working for three years with a local company in the Mechanical Engineering field. Zach earned his Bachelor of Science degree from Alfred State College of Technology, State University of New York in Mechanical Engineering Technology.
We are fortunate to have Zach on our team as a Wealth Strategy Coordinator who combines our H&H Financial planning process with his engineering perspective and skills. He applies a thorough approach to identifying opportunities and tailoring the team approach to a client’s specific requirements. His philosophy and approach are centered on providing exceptional customer service. Through collaboration with the other H&H team members, he can clearly address clients’ current goals while anticipating potential changes in the future.
PERSONAL PASSIONS & FAMILY
Zach enjoys spending time with his significant other, Jamie, and her daughter. Their favorite past-times are activities spent outdoors, with camping being at the top of their list. Zach is also an avid outdoorsman and enjoys hunting excursions with his father and brothers. They had the pleasure of visiting the Big Horn Mountains recently and he looks forward to doing so again in the near future! In his spare time, Zach enjoys spectating local racing events—from dirt bikes, sportscars, to snowmobiles. In the past, he competed in many local racing circuits, but rides now simply for pleasure with friends and family.