Jonathan Beer

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Jonathan Beer, JD, LL.M.

Vice President - Estate and Trust Planning
  • Juris Doctor (J.D.) - Brigham Young University J. Reuben Clark Law School
  • Master of Laws in Taxation (LL.M.) - Northwestern University Pritzker School of Law
  • Licensed to practice law in the state of Michigan
  • Licensed to practice law in the state of Illinois
  • Licensed to practive law in the state of Massachusetts
  • Over 10 Years of Experience in the Field of Tax and Estate Planning
  • Previous Experience:
    • Tax and Estate Planning - Levun, Goodman & Cohen, LLP
    • Tax and Estate Planning - Miller, Johnson, Snell & Cummiskey, P.L.C.
    • Andersen Tax LLC

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
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.