Zachary joined Alphastar Wealth Management Lake Norman as a Wealth Advisor in March 2025, bringing extensive experience in financial planning, asset management, and client service. He takes a goals-based approach to financial planning, leveraging his knowledge and experience to craft personalized solutions that align with each client’s unique needs.
Zachary began his career at Wells Fargo on the trade floor with the Debt Capital Markets team, where he gained expertise in fixed-income products and income planning. He later transitioned to the retail side of financial services, advising clients at LPL Financial as part of a team managing $29 billion in assets, serving clients across 50 states. His diverse experience includes working with visually and audibly impaired clients and those with special needs, ensuring a personalized and compassionate approach.
A Davidson College graduate with a Bachelor of Arts in Economics, Zachary holds the Chartered Retirement Planning Counselor (CRPC®) designation. His values of integrity, honesty, and loyalty have shaped his career, allowing him to build trust and lasting relationships with clients. Zachary believes client education is essential in financial planning and actively participates in educational events and seminars to empower clients with knowledge. Outside of work, Zachary enjoys golf, football, basketball, and spending time with his dog, Prince. His solutions-oriented mindset, personable nature, and dedication to hard work make him a trusted partner for his clients.
