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
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.