The Zhang Financial Team

CHARLES ZHANG

CFP®, MBA, MSFS, ChFC, CLU,
Founder and President

Founder and President

LYNN CHEN-ZHANG

CFP®, CPA, MBA, MSA
CEO

CEO and Chief Compliance Officer

KOLBY SMITH

CFP®
Managing Director

Private Client Services

ROBERT MCDOUGALL

CFA, MBA
Senior VICE PRESIDENT

Investment Strategy

DAVID MARSHALL

CFP®, CPA
Senior VICE PRESIDENT

Private Client Services

Eric J. Bird

CPA, MSA
Vice President

Tax and Client Services

Levi Hendershott

CFP®, ChFC
Vice President

Private Client Services

CAMERON KLEINHEKSEL

CFP®, CIMA®
VICE PRESIDENT

Private Client Services

Brandon Mull

CFA, CFP®
VICE PRESIDENT

Private Client Services

Alex Zhang

JD, CFA
VICE PRESIDENT-Investment Strategy

Investment Strategy

DR. CHRISTINA YEE-RU LIU

Ph.D., MBA
INDEPENDENT CONSULTANT

Private Client Services

CHRIS RUPPEL

MBA
Independent Consultant

Private Client Services

Christine Lindberg

SENIOR MANAGER

Private Client Services

HEATHER MCANAW

CPA
SENIOR MANAGER

Tax and Private Client Services

Giselle Schlubatis

CFP®
SENIOR MANAGER

Private Client Services

Tyler Soares

CFA
SENIOR MANAGER - INVESTMENT STRATEGY

Investment Strategy

Scott Ward

JD
SENIOR MANAGER

Tax and Client Services

KAITLYN WASHBURN

CPA
Controller / SENIOR MANAGER

Private Client Services

Raymond Zhu

Ph.D., CFP®, CFA
SENIOR MANAGER

Private Client Services

ELIZABETH EDGERTON

EXECUTIVE ASSISTANT /
SENIOR MANAGER

Operations

AMANDA HARTMAN

MANAGER

Client Services

KATIE RICHARDS

MANAGER

Institution, Tax and Client Services

LINDA DRENTH

CPA, MST
INDEPENDENT CONSULTANT

RICHARD HALPERT

J.D.
INDEPENDENT CONSULTANT

Private Client Services

BARBARA ROBBINS

CFP®
Independent Consultant

Private Client Services

ELLIE WINTER


Independent Consultant

Private Client Services

KYLE MACK

CFP®
Wealth Advisor

Client Services

KYLE TRIEMSTRA

CFP®
WEALTH ADVISOR

Client Services

SKYLAR BUS

SENIOR CLIENT SERVICE ASSOCIATE

Client Services

EMILY HARDY

SENIOR CLIENT SERVICE ASSOCIATE

Client Services

VIET NGUYEN

SENIOR CLIENT SERVICE ASSOCIATE /
ANALYST

Client Services

KATHERINE SCOTT

SENIOR CLIENT SERVICE ASSOCIATE

Client Services

HILARY WAGNER

SENIOR CLIENT SERVICE ASSOCIATE

Client Services

JOSHUA WALTHER

Senior CLIENT SERVICE ASSOCIATE

Client Services

PRESTON KOSLAKIEWICZ

CLIENT SERVICE ASSOCIATE

Client Services

Jack Ombry

CLIENT SERVICE ASSOCIATE

Client Services

GRACE PAN

CLIENT SERVICE ASSOCIATE

Client Services

CHRISTINE HALVORSON

CLIENT RELATIONS COORDINATOR

GORDON JARRELL

CLIENT RELATIONS COORDINATOR

PAULA BOWERMAN

SENIOR ADMINISTRATIVE ASSISTANT

JONI EDWARDS

SENIOR ADMINISTRATIVE ASSISTANT

Holly Lielzuika

ADMINISTRATIVE ASSISTANT

Mary Potts

ADMINISTRATIVE ASSISTANT

ARIANA TERBURG

ADMINISTRATIVE ASSISTANT

HANNAH TIMMER

ADMINISTRATIVE ASSISTANT

Amy Washington

ADMINISTRATIVE ASSISTANT

Nolan Brodie

Financial Planning ASSISTANT

BRENDAN CLARKE

FINANCIAL PLANNING ASSISTANT

Natalie Ferriell

FINANCIAL PLANNING ASSISTANT

PATRICK LI

FINANCIAL PLANNING ASSISTANT

ISABELLE PROVANCHER

FINANCIAL PLANNING ASSISTANT

Megan Hause

Intern - Marketing

SPARKY ZHANG, SHIH TZU

CHIEF EXECUTIVE PAWFFICER

Lucky ZHANG, SHIH TZU

Intern
PUT AMERICA'S TOP NAPFA-REGISTERED FEE-ONLY FINANCIAL ADVISOR TO WORK FOR YOU.

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.