Need Some Help? Let’s talk. Call 877.284.6837
person person

Zach J. Karas, Principal

Zach began his career with a leading public sector plan provider in 1984 and spent over 24 years in their retirement plans practice. He began as an Account Representative, conducting field enrollment and administering 457, 401(a), 403(b), and 401(k) plans throughout New England and New York. He then transitioned to Senior Account Representative, marketing group retirement plans, managing staff representatives and independent brokers, and working extensively with plan sponsors on the design and ongoing administration of their defined contribution plans.

Zach advanced to Regional Manager and expanded the firm’s market presence throughout the Midwest. He also managed and grew the group retirement plan markets throughout New England and New York while supervising the internal staff and field personnel.

Promoted to Regional Vice President, Zach led the sales, management, and distribution of defined contribution plans in the governmental, not-for-profit, and tax-exempt marketplace. Recognized as an industry leader, in 2006 he was named Vice President, National Director of Government Sales. In this role, he provided leadership and direction for the distribution of defined contribution plans in the government marketplace, where he developed strategic plans for the business line. Zach managed an internal distribution team as well as the broker/advisor distribution of governmental defined contribution plans nationwide.

A graduate of Connecticut College (CT), Zach earned a Bachelor of Arts degree in Economics. He holds FINRA Series 6, 63, 65 (Investment Advisor Representative), and 26 (Registered Principal) registrations, and is licensed to offer life, health and accident, and variable contracts insurance.

Check the background of this investment professional on FINRA’s BrokerCheck.