David Marshall, CPA
Senior Manager - Financial Planning, Tax and Client Services
- Certified Public Accountant (CPA)
- Bachelor of Science- Michigan State University
- 17+ Years in the Accounting and Financial Services Industry
as a Senior Manager with a National and local CPA firm.
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.