Zachery S. Saunders, AAMS®
Known for his professionalism and calming demeanor, Dr. Zac Saunders is focused on helping his clients reach their financial goals through sound and comprehensive financial planning. Zac supports and cares for the overall financial well-being of his clients and their families. He enjoys building strong, positive relationships with his clients and believes in an investment strategy that is goal-focused and plan-driven.
After a decade of working at the University of Pittsburgh as a compliance director and major gift officer, he decided to put his degree in economics to work while merging his passion for helping others reach their financial goals. While growing up, Zac had a deep interest in finance and learning about the stock market at a young age, when his grandfather first introduced him to stocks and mutual funds. Zac was also inspired through his personal experience with his family’s financial advisor.
Dr. Saunders attended the University of Pittsburgh where he graduated with a bachelor’s degree in both economics and psychology. He also holds a masters and doctorate degree in education from Pitt. Professionally, he holds Series 7 and 66 securities registrations. Zac was a recipient of the George I. Carson graduate fellowship while at Pitt, and served as a football student manager for Pitt Football during his undergraduate days.
Zac resides in the Beaver Valley area with his wife, Lauren and their daughter. The family are active members of St. John the Baptist Roman Catholic Church. Zac is active in the community and participates in several local organizations. He is a member of the Pitt Varsity Letter Club and serves on the Board of Trustees for the Community College of Beaver County. Zac enjoys golfing, reading, outdoor activities, and spending time with family and friends.