Ellie Winter, CFP®,CEBS
Associate Vice President - Financial Planning and Private Client Services
- CERTIFIED FINANCIAL PLANNER CFP®
- Master of Management - Aquinas College
- Bachelor of Arts - Hope College
- 30+ years in the Financial Services Industry
- Previous Experience
Principal, Financial Planner - Local West Michigan Based Wealth Management Firm
Senior Manager, Human Capital - Ernst & Young, 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.