Charles Zhang, CFP®, MBA, MSFS, ChFC, CLU

Managing Partner & CEO

  • MBA - Kellogg School of Management, Northwestern University
  • Executive Education - Harvard Business School
  • MA in Economics - Western Michigan University
  • Executive Education - Columbia University
  • MS in Financial Services - The Institute of Business and Finance.
  • NAPFA - Registered Financial Advisor
  • Adjunct Professor of Finance - Western Michigan University
  • Charles Zhang was named the #1 Financial Advisor in Michigan by Barron's in 2013, 2014, 2015 and 2016. *
  • Charles has been ranked in the top 10 on Barron's list of the nation's Top 100 Independent Financial Advisors in 2015 and 2016.**
  • Ranked #16 in the nation on Forbes' list of America's Top Wealth Advisors for 2016.***
  • Ranked Top 3 on Registered Rep's list of "America's Top 100 Independent Advisors" in August 2010.****
  • Ranked by Barron's as one of the nation's Top 100 Financial Advisors nine times since the list's inception in 2004.*****
  • The #1 Ranked Family Team in the Nation by Research Magazine 2005-2008.****
  • Charles is the ONLY advisor in the nation selected as a top advisor by BOTH Worth Magazine and Barron's each year from 2004-2007.
  • Ranked the #1 CERTIFIED FINANCIAL PLANNERTM in West Michigan by the Grand Rapids Business Journal in 2011, 2012 and 2013. ***
  • Ranked in the 2013, 2014, 2015 and 2016 Financial Times list of the Top 400 Financial Advisors.******
  • Out of more than 12,000 advisors in a leading national financial planning firm, Charles Zhang was ranked #1 by the time he was 29.
  • COUR Member (The Committee on University Resources) - Harvard University
  • Steering Committee Member for Columbia College - Columbia University
  • Benefactor of Columbia University
  • Author of the book "Make Yourself a Millionaire" (McGraw-Hill, 2003)
  • Often interviewed and quoted by many national media outlets including Wall Street Journal, CNBC, New York Times, Washington Post, Chicago Tribune, Barron's, Reuter's, Associated Press, Forbes, Yahoo! Finance, U.S. News & World Report, CNN, MSN Money, Fox Business, PBS, and Financial Times.
*As reported in Barron's February 18, 2013, February 22, 2014, February 23, 2015 and March 5, 2016. Based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
**As reported in Barron's August 24, 2015 and August 27, 2016.  Based on assets under management, quality of practices, revenue that advisors generate for their firms and other factors.
***As reported in Forbes August 3, 2016. Based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices through telephone and in-person interviews.
****Ranking based on assets under management and other factors.
*****As reported in Barron's April 15, 2013. Based on volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors' practices and other factors.
******Rankings based on advisors assets under management, AUM growth rate, compliance record, years of experience, industry certifications and online accessibility.

Lynn Chen-Zhang, CFP®, CPA, MBA, MSA

Partner, COO and Chief Compliance Officer

  • MBA - Kellogg School of Management, Northwestern University
  • MS in Accountancy - Western Michigan University
  • Executive Education - Columbia University
  • CERTIFIED FINANCIAL PLANNER TM (CFP®)
  • Certified Public Accountant (CPA)
  • Recognized as one of the Nation's Top 100 Women Financial Advisors and #1 Female Financial Advisor in Michigan by Barron's in 2014 *
  • Selected as one of the country's Top 100 Women Financial Advisors by Financial Times in 2014 1
  • NAPFA - Registered Financial Advisor
  • Employee Stock Option Specialist
  • Ranked #1 Family Team in the Nation by Research Magazine 2005-2008 **
  • Vice-President, Board of Directors - Western Michigan University Foundation, also serves on the Investment Committee and the Committee on Directors
  • Steering Committee Member for Columbia College - Columbia University
  • Benefactor of Columbia University
  • COUR Member (The Committee on University Resources) - Harvard University
  • Director, Board of Directors, Kalamazoo Symphony Orchestra, also serves on the Investment Committee
  • Featured in The Wall Street Journal and quoted in national media and publications including CNBC and Barron's.
*As reported in Barron's June 7, 2014. Based on assets under management, revenue produced for the firm, regulatory record and quality of practice and philanthropic work.
**Rank based on asset management and other factors.
1The 2014 Financial Times Top 100 Women Financial Advisors is an independent listing produced by the Financial Times (November, 2014). The FT 100 is based on data gathered from firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.  Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 100.
 

Jessica Rossana, CFP®

Director - Client Services, Financial Advisor

  • CERTIFIED FINANCIAL PLANNER TM (CFP®)
  • BBA in Finance/Financial Planning - Western Michigan University
  • Passed Series 7 and 66 Exams
  • 15+ Years in the Financial Industry

James Walsh, CMFC

Senior Manager - Client Services, Financial Advisor

  • Bachelor of Arts and Sciences - Western Michigan University
  • Passed Series 7, 31, and 66 Exams
  • 15+ Years in the Financial Industry
  • Previous Experience:
       Financial Advisor with Morgan Stanley
       Plan Consultant to the State of Michigan, Governmental Markets (CitiStreet)

Christopher Tarkowski, CFP®, MBA

Senior Manager - Client Services, Financial Advisor

  • CERTIFIED FINANCIAL PLANNER TM (CFP®)
  • MBA- Haworth College of Business, Western Michigan University
  • BBA in Business Management-Davenport University
  • Passed series 6, 7, 22, 24 and 63 exams
  • 10+ years in the Financial Industry
  • Previous Experience: 
       Licensed Advisor for Chase Investment Services/JP Morgan
       Trust Relationship Officer for Greenleaf Trust
  • Served 6 honorable years in the United States Marine Corps including 2 combat tours in Iraq

 

Thomas Popik, MBA

Independent Consultant

  • MBA - Harvard Business School
  • Bachelor's Degree in Engineering - MIT
  • Appeared on CNBC, CNN, CBS News and Fox Business News
  • Quoted in national publications including New York Times, Washington Post, and The Wall Street Journal
  • Gives regular presentations on the state of the housing and mortgage markets to the US Government and all four of the top US banks.
  • Proudly served several years in the United States Air Force, both as an engineer and officer assigned to the Electronic Systems Division at Hanscom AFB.

Raymond Zhu, Ph.D, CFA®

Independent Consultant

  • Ph.D in Applied Economics - Western Michigan University
  • Chartered Financial Analyst® (CFA)
  • Previous Experience:
       Economist - The University of Michigan (The Institute for Research on Labor, Employment and the Economy)

Adriana Kniffin, CPA

Manager - Tax and Client Services

  • Certified Public Accountant (CPA)
  • BBA in Accountancy - Western Michigan University
  • Previous Experience:
       7+ Years in public accounting and finance related fields.

Christine Lindberg

Manager - Client Services, Financial Advisor

  • BBA in Finance - Western Michigan University
  • Passed Series 7 and 66 Exams
  • 10+ years in the Financial Services Industry

Stephanie Weintrob

Manager - Client Services, Financial Advisor

  • BBA in Accountancy - Western Michigan University
  • Passed Series 7 and 66 Exams

Jeremiah Ludington III, JD

Manager - Client Services, Financial Advisor

  • Juris Doctor - Western Michigan University Thomas M. Cooley Law School
  • Bachelor of Finance - Western Michigan University
  • Passed Series 7 and 66 Exams
  • Previous Experience:
    Financial Advisor with Merrill Lynch
    Attorney with Boyer, Dawson & St. Pierre

Laura Fouty, CPA, MSA

Manager - Tax and Client Services

  • Certified Public Accountant (CPA)
  • MS in Accountancy - Western Michigan University
  • BS - Michigan State University

Elizabeth Youngblood, CFP®

Assistant Manager - Client Services

  • CERTIFIED FINANCIAL PLANNER TM (CFP®)
  • Masters of Jurisprudence in Business Law - Loyola University Chicago
  • BBA in Financial Planning - Western Michigan University
  • Passed Series 7 and 66 Exams

Amanda Hartman

Paraplanner

  • BBA in Accountancy - Western Michigan University
  • Passed Series 7 and 66 Exams
  • 10+ years in the Financial Services Industry

Elizabeth Edgerton

Executive Assistant, Senior Office Administrator

  • Bachelor of Fine Arts - Dickinson College
  • Graduate Study in Organizational Psychology - Columbia University
  • Over 15 years experience in corporate management

Gordon Jarrell

Client Relations Coordinator

  • Passed Michigan Life and Health Insurance Exams
  • 35+ Years - Fortune 500 Company

Katherine Scott

Client Service Associate

  • BBA in Finance - Western Michigan University - currently completing

 

Kendra Logan

Client Service Associate

  • BBA in Finance - Western Michigan University

Mitchell Zhang

Associate

  • Groton School - Magna Cum Laude
  • Bachelor's Degree in Economics - Columbia University - currently completing
  • Previous Experience:
    Client Solutions Summer Analyst - BlackRock
    Private Banking Summer Intern - Credit Suisse
    Research Intern - LPL Financial

Alex Zhang

Associate

  • Phillips Exeter Academy - Highest Honors, Cum Laude Society
  • Bachelor's Degree in Economics and Creative Writing - Columbia University - currently completing
  • 2016 Scholistic Art & Writing Awards, Writing Portfolio Gold Medal - New York Times Writing Portfolio
  • 2016 Scholastic Art & Writing Awards, Gold Medal - Best in Grade

Travis LaManna

Senior Financial Planning Assistant

  • BBA in Accountancy - Western Michigan University - currently completing

Richard Mixter

Financial Planning Assistant

  • BBA in Accountancy - Western Michigan University - currently completing

Paula Bowerman

Senior Administrative Assistant

  • 30+ Years Experience - Fortune 500 Companies

Savannah Stuart

Administrative Assistant, Front Desk Team Leader

  • Bachelor of Arts in Psychology - Kalamazoo College

Lindsay Smith

Administrative Assistant

  • BBA in Finance - Western Michigan University

Karen Martinez

Administrative Assistant

Bethany Wells

Administrative Assistant

Kimberly Warner

Administrative Assistant

Sparky Zhang, Shih Tzu

Chief Executive Pawfficer

  • Kalamazoo Doggie Training Academy
  • 8 Years of Dedicated Service at Zhang Financial