The Zhang Financial Team
CHARLES ZHANG
CFP®, MBA, MSFS, ChFC, CLU
Founder and President
LYNN CHEN-ZHANG
CFP®, CPA, PFS™, MBA, MS
CEO
Christopher Reiff
MBA
Chief Compliance Officer
Compliance
KOLBY SMITH
CFP®
Partner
Private Client Services
DAVID MARSHALL
CFP®, CPA
Managing Director
Private Client Services
ROBERT MCDOUGALL
CFA, MBA
Managing Director
Investment Strategy
CAMERON KLEINHEKSEL
CFP®, CIMA®
SENIOR VICE PRESIDENT
Private Client Services
Alex Zhang
JD, CFA, CFP®
Senior VICE PRESIDENT
Investment Strategy and Private Client Services
Tyler Soares
CFA, CPA, CFP®
Senior VICE PRESIDENT
Investment Strategy and Private Client Services
Eric J. Bird
CPA, MSA
Senior Vice President
Tax and Client Services
Levi Hendershott
CFP®, ChFC
Vice President
Private Client Services
Jonathan Beer
JD, LL.M.
Vice President
Estate and Trust Planning
Christine Lindberg
Vice President
Private Client Services
Raymond Zhu
Ph.D., CFP®, CFA
Vice President
Private Client Services
Giselle Schlubatis
CFP®
Vice President
Private Client Services
Mitchell Zhang
CFP®
VICE PRESIDENT
Investment Strategy
Ricky Zheng
CFA
Vice President
Investment Strategy
Edward Montgomery
Ph.D
Independent Consultant
Investment Strategy
DR. CHRISTINA YEE-RU LIU
Ph.D., MBA
INDEPENDENT CONSULTANT
Investment Strategy
CHRIS RUPPEL
MBA
Independent Consultant
Investment Strategy
RICHARD HALPERT
J.D.
INDEPENDENT CONSULTANT
Legal
ELIZABETH EDGERTON
EXECUTIVE ASSISTANT /
Vice President
Operations
KAITLYN WASHBURN
CPA
Controller / VIce President
Private Client Services
HEATHER MCANAW
CPA
Vice President
Tax and Client Services
Scott Ward
JD
Vice President
Tax and Estate Planning
Susan Flynn
EA
SENIOR TAX MANAGER
Tax
KYLE TRIEMSTRA
CFP®
Senior Manager
Client Services
Travis Veenhuis
CFP®
Senior Manager
Client Services
KATIE RICHARDS
CEPA
Senior MANAGER
Institution and Client Services
AMANDA HARTMAN
MANAGER
Client Services
Evelyn Lim
CPA
TAX MANAGER
Tax
SKYLAR BUS
ChFC®
Manager
Client Services and Training
KYLE MACK
CFP®
Manager
Client Services
PRESTON KOSLAKIEWICZ
CFP®
Manager
Client Services
KATHERINE SCOTT
Manager
Client Services and Training
VIET NGUYEN
Assistant Manager
Client Services and Training
Allison Benner
MBA
Assistant Manager
Client Services
EMILY Schuch
EA
Assistant Manager
Client Services and Tax
Thailan Hang
PARALEGAL
Estate and Trust Planning
Hilary Wagner
SENIOR CLIENT SERVICE ASSOCIATE
Client Services
GRACE PAN
Senior CLIENT SERVICE ASSOCIATE
Client Services
Jack Ombry
CFP®
Senior CLIENT SERVICE ASSOCIATE
Client Services
BRENDAN CLARKE
Client Service Associate
Client Services
Nolan Brodie
Client Service Associate
Client Services
Nolan Doucette
Client Service Associate
Client Services
Elise Eichman
Client Service Associate
Client Services
GORDON JARRELL
CLIENT RELATIONS COORDINATOR
CHRISTINE HALVORSON
CLIENT RELATIONS COORDINATOR
Megan Hause
Client Relations Associate
PAULA BOWERMAN
SENIOR ADMINISTRATIVE ASSISTANT
JONI EDWARDS
SENIOR ADMINISTRATIVE ASSISTANT
HANNAH TIMMER
Senior ADMINISTRATIVE ASSISTANT
ARIANA TERBURG
Senior ADMINISTRATIVE ASSISTANT
Mary Potts
Senior ACCOUNTING ASSISTANT
Amy Washington
Senior ADMINISTRATIVE ASSISTANT
Holly Lielzuika
Senior ADMINISTRATIVE ASSISTANT
ANDrea GUMMER
ADMINISTRATIVE ASSISTANT
ISABELLE KELEMEN
Senior FINANCIAL PLANNING ASSISTANT
Mo Tall
FINANCIAL PLANNING ASSISTANT
Ryan Decker
FINANCIAL PLANNING ASSISTANT
Desiree Krawczyk
FINANCIAL PLANNING ASSISTANT
Deirdre Lin
FINANCIAL PLANNING ASSISTANT
SPARKY ZHANG, SHIH TZU
CHIEF EXECUTIVE PAWFFICER EMERITUS
Lucky ZHANG, SHIH TZU
CHIEF EXECUTIVE PAWFFICER
Finley ZHANG, Mini Poodle
INTERN
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.
