Zachary Henegan, RSSA^®

I have been working in the financial industry for nearly a decade—but as the son of a financial advisor, you can bet that I’ve been practically raised in the industry. When I first left for college, I intended to study computer engineering, but after a lifetime of watching my dad work, I soon realized that I enjoyed helping people more than making things, and I switched my major to follow in his footsteps.

I’m from the little town of Jamestown, Pennsylvania; if you blink, you might miss it. I attended Pennsylvania State University of Behrend, and received a Bachelor’s in Management Information Systems, Business Analyst, with a minor in Finance. I also became a Registered Social Security Analyst in 2022. I love that the work we do provides our clients with stability and guidance to get through uncertain times in their lives.

When I turned five years old, my father took me whale watching. As everyone else ran around the boat, trying to get a glimpse of the whales, I stayed where I was, confident that a whale was coming. After ten minutes of waiting, a whale breached within ten feet of where I stood. I believe in applying that same patience and consistency in the work that I do for our clients.