43409 Schoenherr Road, Sterling Heights, MI, 48313
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Zachary works as a paraplanner for Summit Financial Consulting, dedicating full-time hours to financial planning and insurance sales. He also owns Rivendell Capital Management LLC, Summit Health Services, Summit Insurance Services, Summit Tax Services LLC, and is a sole proprietor for insurance sales.