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Zack Xie
Since starting out as a Financial Advisor in 2007, Zack Xie has spent over a decade growing not just portfolios — but people. While the early years of his career were focused on helping clients achieve financial goals, Zack soon discovered a deeper calling: developing others to thrive in this profession.
This passion led him to take on a sales leadership role, where he now channels his energy into mentoring, guiding, and empowering others to achieve their own versions of success.
For Zack, it’s not just about building a team – it’s about building a community. He looks for individuals who are aligned in purpose, who are coachable and driven, and who contribute to a strong, supportive team environment.
Guiding Principles
Recruit with Alignment
“Bring in people who share your values — integrity, purpose, and the desire to do right by clients. That alignment creates long-term success.”
Invest in Potential
“Experience matters, but mindset matters more. I look for those who are willing to learn, open to feedback, and hungry to grow.”
Build Culture, Not Just Numbers
“A high-performing team is rooted in care and collaboration. When people feel safe, seen, and supported, they achieve more — together.”
Belief
“Success is when everyone grows together. It’s not just about the top performers — it’s about making sure no one is left behind.”
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