Rachel Packer, CPA, MST
Associate Vice President, FINANCIAL PLANNING AND PRIVATE Client Services
- Certified Public Accountant (CPA)
- Masters of Science - Grand Valley State University
- Bachelors Degree - Accounting - Western Michigan University
- 25+ years in the Financial Service and Taxes
- Previous Experience
V.P Wealth Management Advisor - Fifth Third Private Bank
Senior Tax Manager - BDO Seidman, 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.