Zach enjoys working at SilverStone Group because he believes its leaders act in the best interests of their clients as well as their employees. As Director of Investment Operations, Zach assists the portfolio managers with creating, reviewing and executing trades in order to help clients quantify their financial goals. He also aides in the preparation of periodic client reviews, processes paperwork for new accounts, contributions/distributions and transfers, and performs administrative client account changes and updates. His actions mirror those of the company by putting clients’ interests first to help them succeed.
Zach has worked in the financial services industry for eight years. He has obtained the Series 7 and Series 63 licenses. Zach’s prior experience has equipped him with the knowledge and efficiency to excel in his role at SilverStone Group. Every day is different and he enjoys the excitement of not knowing what to expect.
When away from the office, Zach enjoys spending time with his wife, Stephanie. Together they enjoy traveling, golfing and attending Creighton basketball games.
e-mail: firstname.lastname@example.org | phone: 402.964.5416 | fax: 402.963.4084
Bachelor of Business Administration | Finance
University of Nebraska at Omaha | Omaha, NE
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. SilverStone Group is independently owned and operated. 0217-2018