Zack has been affiliated with Northeast Planning for over 15 years. He is an independent, fee-based investment, tax and financial opportunity specialist dedicated to providing common sense strategies to today’s complex financial issues. His firm’s goal is to build long-term relationships that help his clients reduce taxes; work toward their retirement objectives and most importantly, attain the confidence that comes with financial freedom.
Zack earned his MBA with a major in finance. He is a Registered Financial Consultant, a frequent seminar presenter and has made several radio and television appearances. He has received numerous industry awards in his 25 plus years working in the financial services industry.
Although he currently lives in Kensington, NH, Zack was born and raised in Newburyport and has many ties to the community. As a civic leader, Zack has served as President of the Newburyport Education Business Coalition and the Newburyport Rotary Club, is a board member of the Anna Jacques Hospital Foundation and currently serves as Chairman of the Board of Turning Point, Inc., an organization which serves disadvantaged, abused and dependent children and adults in Essex County. Zack is a combat decorated Navy veteran and currently serves as a Blue & Gold Officer for the United States Naval Academy.