Alison Zacharias

Client Experience Associate

Alison’s Story

Alison is dedicated to supporting Stonebrook Private’s client experience by partnering with both clients and the financial advisor team to ensure timely, accurate service. In her role as a Client Experience Associate, she assists with account maintenance, money movement transactions, and a wide range of day-to-day client requests.

Alison joins Stonebrook Private with experience spanning financial services as well as accounting-focused roles within the automotive industry. She earned a Bachelor of Arts in English from Michigan State University in East Lansing and a Master’s in Accounting from Walsh College in Troy.

Outside of the office, Alison enjoys reading, spending time with family, and going for walks to enjoy Michigan’s four seasons.

Alison’s Goals

Travel to many other countries—especially Japan and Ireland.

Become fluent in Spanish and French.

Read all the books on her reading list.

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