Jonathan Beer

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.