Financial Planning Assistant
- CFA Level 3 Candidate
- Master of Science in Finance - Johns Hopkins University - currently completing
- Bachelor of Arts in General Business - Western Michigan University
- U.S. Army - 82nd Airborne Division - Sergeant
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.