Katie Richards
Katie Richards
Manager - Institution, Tax and Client Services
- Bachelor of Arts in Public Accounting – Hope College
- Previous Experience:
- Tax Associate for BDO USA, LLP
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.
