About Zachery
Zachery is an Associate Financial Advisor with S&D Capital. He started working full time after a two-year internship while he was studying Finance at Miami University.
Zachery currently holds FINRA Series 7 and 66 securities licenses as well as his Ohio life and health insurance licenses with aspirations to continue pursuing additional licenses/certificates.
As an Associate Financial Advisor, Zachery frequently sits in on meetings with other advisors at the office, processes paperwork, and communicates with clients as he continues to learn more about the business and build his skills as an Advisor.
Zachery was born and raised in Lake Township where he continues to reside. During his free time Zachery enjoys playing pool, traveling with friends, and slowly trying to improve his golf game.
