Zach founded Values Added Financial to help clients live more fulfilling lives by making wise financial, career, and other life decisions. Before he launched Values Added Financial, Zach developed the first national financial empowerment programs in the labor movement and reached several hundred thousand union members. After that, he joined the Consumer Financial Protection Bureau where he was a subject matter expert on financial education and empowerment. Zach has taught investment and financial planning topics to groups all around the country and has served individual clients for 15 years. His writing has appeared in Vox (link), The Billfold (link, link, link), and Greater Greater Washington (link). He has taught at the Congressional Hispanic Caucus Institute, Brown Alumni Association, National Labor College, Congressional Hispanic Staff Association, DC Bar Association, Tzedek DC, Jews United for Justice, The DCJCC, 6th+I, the National Havurah Institute, and for dozens of unions and union locals.
Zach lives with his family in Petworth where he was the former chairperson of the Advisory Neighborhood Commission. He loves parenting, playing ultimate frisbee, baking, and the joy/agony of life as a Philadelphia sports fan. He graduated from Brown University with honors and concentrations in Economic Sociology and Organizational Behavior.
Ari uses his expertise in estate planning, tax planning, employment matters, investing, buying a home, and many other topics to help clients make wise financial decisions and live more fulfilling lives. Before joining Values Added Financial, Ari spent 15 years working to advance progressive laws and policies at the DC Council, Employment Justice Center, and SEIU.
Ari lives with his family in Petworth. When he’s not providing financial advice, he’s usually playing with his son, baking, sharing communal dinners, volunteering with Jews United for Justice, or advising on employment and estate issues at the Law Office of Ari Weisbard.
Ari graduated from Harvard College in 2003 and Yale Law School in 2008. He clerked on the Ninth Circuit Court of Appeals for the Hon. Michael Daly Hawkins. Ari joined Values Added Financial in November of 2017 and is a member of the District of Columbia and New York Bars.
Bridget joined Values Added Financial because she wanted to use her finance expertise to help people and be a partner as they achieved their dreams. Before joining VAF, Bridget worked as a Senior Financial Analyst at the Federal Reserve Board where she supervised a portfolio of large banks.
Bridget lives in Capitol Hill with her husband where she likes to go for long walks (especially walks that end at Ice Cream Jubilee), watch Netflix stand up comedies, and socialize with family, friends and neighbors. She has volunteered with Horton’s Kids, a reading and mentor program for students from DC’s Ward 8, since 2011.
Bridget has a Masters of Science in Finance from Johns Hopkins University and a Bachelors of Science in Economics from the University of Kentucky, cum laude. Bridget has completed six of the seven education requirements to become a Certified Financial Planner (CFP). She is a member of the Financial Planning Association and the Washington Association of Money Managers.