Zach joined our firm in 2017 as an intern and quickly moved into the full-time position of Operations Director. With responsibility for the day-to-day operational duties of the firm, Zach helps keep the office running smoothly and ensures all client paperwork and workflows occur in a timely, accurate, and professional manner. More recently, Zach’s role has expanded to include providing administrative support to advisors that are conducting investment research and helping to maintain our database of investment managers that align with our specialty in faith-based investing.
Zach holds the FINRA Series 7 General Securities Representative and Series 66 Uniform Combined State Law registrations through LPL Financial. Zach is currently seeking to become a Chartered Financial Analyst, having passed the first of three sequential CFA exams. Zach is currently a level 2 CFA candidate.
Zach graduated magna cum laude at Whitworth University with degrees in Mathematics and Mathematical Economics. While at Whitworth, he was a member of the football and track and field teams.
Before working at LORAN GRAHAM Co., Zach served as a Christian day camp counselor and also helped the Whitworth football operations as a recruiting assistant.
The middle of five children, Zach grew up in the shadow of Mt. Rainier on the west side of Washington state. Outside the office, he enjoys everything sports-related. A diehard Seahawks fan, Zach is often seen wearing blue in the office. Zach enjoys useless trivia and getting a laugh out of others.