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.