David Marshall

Dave Marshall color

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.

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.