Zach Callero joined his father, Chris, in the family business several years ago and has continued building upon the strong foundation Chris established. He holds his FINRA Series 7 and 66 licenses, along with his Health Insurance and Annuity licenses, providing comprehensive investment and planning guidance to the clients he serves.
While representing the next generation of leadership within the firm, Zach brings a depth of knowledge that reflects both rigorous study and hands-on experience working directly with clients. He adds value through his understanding of evolving markets, emerging opportunities, and the growing role of technology in modern financial strategy. Working hand in hand with Chris, Zach combines disciplined thinking with a personable, client-focused approach to deliver thoughtful, forward-looking guidance grounded in proven principles.