Ned Calkins, CPA, MBA
Senior Manager - Financial Planning, Tax and Client Services
- Certified Public Accountant (CPA)
- MBA – Haworth College of Business, Western Michigan University
- BBA in Accounting – Western Michigan University
- 10+ years of Tax and Financial Planning Experience
- Previous Experience:
- Tax Manager for BDO USA, LLP
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: firstname.lastname@example.org | 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.