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
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.