Zach Halvonik

Zach works with retirees, business-owners and young families to develop comprehensive financial plans and ensure each aspect of their financial lives is accounted for and thoroughly planned. He believes in serving as clients’ accountability partner and ensures their personal goals are accounted for and achieved. Through frequent review meetings, he collaborates with clients, and uses technology to guide them through each step in the planning process, not overlooking steps along the way.

After graduating from Penn State University, Zach served as a PGA golf professional for 10 years. While teaching golf lessons he simplified complex topics, so the student could easily integrate the change into their swing. He believes in the same philosophy to distill complex financial topics into easy-to-understand language for clients.

Zach resides in Wyomissing, PA, where he was born and raised. He lives with his wife and newborn daughter. During his free time, he enjoys playing golf, pickleball and attending PSU football games.