Zachary Smith, CFP®
Financial Planner
Having great respect for following processes of trusted financial planning principles, Zach looks to encompass creative thinking in order to deliver on all client needs. He’s interested in understanding the unique background of each client in order to determine the best way to help them achieve their goals.
Zach is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate from Virginia Tech with a degree in finance and a concentration in Financial Planning. He initially joined The Kelly Group as an intern in 2018 and, after working as a Financial Planning Resident for a firm in Virginia, is thrilled to re-join the team full-time.
While Zach currently lives in Virginia, he’s thankful for the time he was a resident member of Harford County and is incredibly excited to help the community again. In his spare time, you can find him outdoors or traveling with his wife, Lauren, and their dogs, Ozzy and Remi. If they aren’t attending the game, it’s a safe bet that they are cheering on their favorite sports teams, Virginia Tech Hokies and Washington Capitals, from home.