Zachary is a familiar face around Brooks Financial Group. He joined the organization on a part-time basis in 2021 and transitioned to a full-time role in January of 2023. As an Associate Planner for Corporate Benefits, Zachary is focused on supporting the advisors and is instrumental in ensuring the details associated with pre-meeting preparation are in order. He also assists in generating quotes and building proposals specific to corporate benefits. Zachary works directly with Corporate Benefits external relationships, handling a wide range of inquiries and requests.
When asked what differentiates Brooks Financial Groups from other organizations, Zachary replied, “BFG provides such a high level of leadership to every one of our relationships, making sure every need is met. This, coupled with the genuine love and care that we bring to not only our external relationship, but to one another internally as well, is what sets BFG apart from other organizations.” He added, “the environment at BFG is truly that of family. The level of energy and enthusiasm brought every day is contagious.”
Zachary graduated from Calvert Hall College High School in 2011 and holds a bachelor’s degree from West Virginia University.
An avid sports fan, Zachary spends much of his free time cheering on the Baltimore Raven’s and Orioles. He also plays basketball and golf, and enjoys spending time outdoors, especially at Deep Creek Lake.