Jeff Halverson

halverson, jeff

Jeff Halverson, CPA

Senior Manager - Financial Planning, Tax and Client Services
  • Certified Public Accountant (CPA)
  • Bachelor of Business Administration in Accounting - Grand Valley State University
  • Previous Experience:
    Tax Manager for BDO USA, LLP

Zhang Financial

5931 Oakland Drive Portage, MI 49024
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.