Zach Staggs

Zach Staggs is an accomplished professional with years of experience in the finance industry. He is currently the Vice President of Private Client Services at Hollencrest Capital Management, where he advises high net-worth investors and businesses on their portfolios and other financial matters. He is also actively involved in educating the next generation about finance and investing.

Zach's educational background includes a Master of Business Administration (MBA) degree from the University of California at Irvine, and a Bachelor of Arts degree in Political Science from the University of California, Los Angeles.

Before joining Hollencrest, Zach served as a Private Risk Advisor at Momentous Insurance Brokerage, Inc., where he worked with business owners and entrepreneurs on issues related to succession and exit planning. He also has experience working as an Officer in the U.S. Army.

Zach is passionate about helping business owners prepare their businesses for sale to maximize their value. He works closely with existing service providers or can build a team of service providers to create customized plans for his clients. Additionally, he maintains relationships with investment bankers and M&A attorneys to ensure the best outcome for his clients.

If you're in the market for financial advice or seeking assistance with your business's succession planning, Zach Staggs is an excellent resource to consider.