Zach joined Stephens Private Client Group in 2006. He is partners with his father, Jim. On his partnership with his father, Zach says, “I learned the principles of investing from my father at an early age. Since I joined him as his junior partner, these core principles are the cornerstone of the tailored financial roadmaps we develop for clients and remain in the forefront of our minds each day as we act on behalf of our clients.”
Zach completed Stephens University, an advanced wealth management program offered through Wake Forest University.
Zach and his wife, Michelle, have two daughters, Gianna and Ella.