The Zhang Financial Team

Charles Zhang, CFP®, MBA, MSFS, ChFC, CLU
Founder and CEO
(269) 385-5888
(888) 777-0126
charles.zhang@zhangfinancial.com
MBA - Kellogg School of Management, Northwestern University, Executive Education - Harvard Business School, MA in Economics - Western Michigan University, Executive Education - Columbia University, MS in Financial Services - The Institute..

Lynn Chen-Zhang, CFP®, CPA, PFS™, MBA, MSA
COO and Chief Compliance Officer
(269) 385-5888
(888) 777-0126
lynn.chenzhang@zhangfinancial.com
MBA - Kellogg School of Management, Northwestern University, MS in Accountancy - Western Michigan University, Executive Education - Columbia University, Certified Financial Planner (CFP®), Certified Public Accountant (CPA)...

Robert McDougall, CFA, MBA
Associate Vice President - Investment Strategy
(269) 385-5888
(888) 777-0126
robert.mcdougall@zhangfinancial.com
Chartered Financial Analyst (CFA), MBA - The University of Chicago, BBA in Finance and Accounting - The University of Michigan - Ann Arbor, 30+ years in the Financial Services Industry.

Rob Nelson, CFA, CFP®, MBA
Associate Vice President - Investment Strategy and Private Client Services
(269) 385-5888
(888) 777-0126
rob.nelson@zhangfinancial.com
Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), MBA - Clarkson University, Bachelor of Science in Accounting - State University of New York, 25+ years in the Financial Services Industry, Previous experience...

Barbara Robbins, CFP®, CDFA™
Associate Vice President - Financial Planning and Private Client Services
(269) 385-5888
(888) 777-0126
barbara.robbins@zhangfinancial.com
Certified Financial Planner (CFP®), Bachelor of Science in Economics - University of Michigan, 13+ years in the Financial Services Industry...

Kolby Smith, CFP®
Associate Vice President - Financial Planning and Private Client Services
(269) 385-5888
(888) 777-0126
kolby.smith@zhangfinancial.com
Certified Financial Planner (CFP®), Bachelor of Science - Taylor University, Previous Experience...

Ellie Winter, CFP®, CEBS
Associate Vice President - Financial Planning and Private Client Services
(269) 385-5888
(888) 777-0126
ellie.winter@zhangfinancial.com
Certified Financial Planner (CFP®), Master of Management - Aquinas College, Bachelor of Arts - Hope College, 30+ years in the Financial Services Industry, Previous Experience...

Linda Drenth, CPA, MST
Associate Vice President - Tax and Client Services
(269) 385-5888
(888) 777-0126
linda.drenth@zhangfinancial.com
Certified Public Accountant (CPA), Master of Science in Taxation - Grand Valley State University, Bachelor of Science in Accounting - Davenport University, 30+years in Public Accounting...

David Marshall, CFP®, CPA
Associate Vice President - Financial Planning and Private Client Services
(269) 385-5888
(888) 777-0126
dave.marshall@zhangfinancial.com
Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Bachelor of Arts - Michigan State University, 20+ Years in the Financial Services and Accounting Industry

Raymond Zhu, Ph.D, CFA
Senior Manager - Investment Strategy and Private Client Services
Ph.D in Applied Economics - Western Michigan University, Chartered Financial Analyst (CFA), Previous Experience: Economist - The University of Michigan (The Institute for Research on Labor, Employment and the Economy)

Thomas Popik, MBA
Independent Consultant
MBA - Harvard Business School Bachelor's Degree in Engineering - MIT Appeared on CNBC, CNN, CBS News and Fox Business News Quoted in national publications including New York Times, Washington Post, and The Wall Street Journal Gives...

Richard Halpert, J.D.
Independent Consultant
Juris Doctor (J.D.) with Honors - Indiana University School of Law, Bachelor of Arts in Economics - Kalamazoo College, Listed in Best Lawyers in America, AV Rated in Martindale for over 30 years, Named a "Michigan Super Lawyer"...

Levi Hendershott, CFP®
Manager - Client Services and Financial Planning
(269) 385-5888
(888) 777-0126
levi.hendershott@zhangfinancial.com
Certified Financial Planner (CFP®), Master of Business, Entrepreneurship and Technology - University of Waterloo, Canada, Bachelor of Arts - Adrian College, Previous Experience: Financial Advisor Merrill Lynch

Dixie Kovach, CPA, MST
Manager - Tax and Client Services
(269) 385-5888
(888) 777-0126
dixie.kovach@zhangfinancial.com
Certified Public Accountant (CPA), Master of Science in Taxation - Walsh College, Bachelor of Business Administration in Accounting - Western Michigan University, 20+Years in Taxation and Accounting ....

Christine Lindberg
Manager - Client Services
(269) 385-5888
(888) 777-0126
christine.lindberg@zhangfinancial.com
Bachelor of Business Administration in Finance - Western Michigan University, Passed Series 7 and 66 Exams, 15+ years in the Financial Services Industry

Giselle Schlubatis, CFP®
Manager - Client Services and Financial Planning
(269) 385-5888
(888) 777-0126
giselle.schlubatis@zhangfinancial.com
Certified Financial Planner (CFP®), Bachelor of Science in Business Administration - Warrington College of Business, University of Florida, 10+ years in the Financial Services Industry, Previous Experience: Ameriprise Financial, Inc.

Kaitlyn Washburn, CPA
Manager - Financial Planning, Tax and Client Services
(269) 385-5888
(888) 777-0126
kaitlyn.washburn@zhangfinancial.com
Certified Public Accountant (CPA), Bachelor of Business Administration in Accountancy - Western Michigan University, Previous Experience...

Amanda Hartman
Manager - Client Services
(269) 385-5888
(888) 777-0126
amanda.hartman@zhangfinancial.com
Bachelor of Business Administration in Accountancy - Western Michigan University, Passed Series 7 and 66 Exams, 10+ years in the Financial Services Industry

Elizabeth Edgerton
Executive Assistant/Manager - Operations
(269) 385-5888
(888) 777-0126
elizabeth.edgerton@zhangfinancial.com
Bachelor of Arts - Dickinson College, Graduate Study in Organizational Psychology - Columbia University, Over 15 years experience in corporate management

Katie Richards
Assistant Manager - Tax and Client Services
(269) 385-5888
(888) 777-0126
katie.richards@zhangfinancial.com
Bachelor of Arts in Public Accounting – Hope College, Previous Experience as a Tax Associate for BDO USA, LLP

Amber Aoyou, CPA, MSA
Senior Client Service Associate
(269) 385-5888
(888) 777-0126
amber.aoyou@zhangfinancial.com
Certified Public Accountant (CPA), Master of Science in Accountancy - Western Michigan University, Bachelor of Business Administration in Accountancy - Western Michigan University University...

Steffanie Cruse
Senior Client Service Associate
(269) 385-5888
(888) 777-0126
steffanie.cruse@zhangfinancial.com
Bachelor of Business Administration in Finance and Accounting - Western Michigan University

Viet Nguyen
Senior Client Service Associate
(269) 385-5888
(888) 777-0126
viet.nguyen@zhangfinancial.com
Bachelor of Arts in Business - Kalamazoo College

Katherine Scott
Senior Client Service Associate
(269) 385-5888
(888) 777-0126
katherine.scott@zhangfinancial.com
Bachelor of Business Administration in Personal Financial Planning - Western Michigan University

Hilary Wagner
Senior Client Service Associate
(269) 385-5888
(888) 777-0126
hilary.wagner@zhangfinancial.com
Bachelor of Arts - Kalamazoo College, Master of Science - University of Chicago

Christine Halvorson
Client Relations Coordinator
(269) 385-5888
(888) 777-0126
christine.halvorson@zhangfinancial.com
Bachelor of Science in Business Administration - Aquinas College, Previous Experience as a Private Banking Officer with Chase Bank

Gordon Jarrell
Client Relations Coordinator
(269) 385-5888
(888) 777-0126
gordon.jarrell@zhangfinancial.com
Passed Michigan Life and Health Insurance Exams, 35+ Years - Fortune 500 Company

Emily Hardy
Client Service Associate
(269) 385-5888
(888) 777-0126
emily.hardy@zhangfinancial.com
Bachelor of Business Administration in Accounting - Western Michigan University

Laura Spreitzer
Client Service Associate
(269) 385-5888
(888) 777-0126
laura.spreitzer@zhangfinancial.com
Bachelor of Arts in Political Science and Public Law - Western Michigan University

Travis Veenhuis
Client Service Associate
(269) 385-5888
(888) 777-0126
travis.veenhuis@zhangfinancial.com
Bachelor of Arts in Economics and Mathematics - Kalamazoo College

Kyle Mack
Financial Planning Assistant
(269) 385-5888
(888) 777-0126
kyle.mack@zhangfinancial.com
Bachelor of Business Administration in Finance and Accountancy - Western Michigan University - currently completing

Thomas Mahfet
Financial Planning Assistant
(269) 385-5888
(888) 777-0126
thomas.mahfet@zhangfinancial.com
Bachelor of Business Administration in Personal Financial Planning - Western Michigan University - currently completing

Chloe Symington
Financial Planning Assistant
(269) 385-5888
(888) 777-0126
chloe.symington@zhangfinancial.com
Bachelor of Business Administration in Finance - Western Michigan University - currently completing

Kyle Triemstra
Financial Planning Assistant
(269) 385-5888
(888) 777-0126
kyle.triemstra@zhangfinancial.com
Bachelor of Business Administration in Finance - Western Michigan University - currently completing

Paula Bowerman
Senior Administrative Assistant

Joni Edwards
Administrative Assistant
(269) 385-5888
(888) 777-0126
joni.edwards@zhangfinancial.com
Bachelor of Business Administration in Marketing and Advertising - Western Michigan University

Ariana Kloosterman
Administrative Assistant

Kathleen Kuivenhoven
Administrative Assistant

Hannah Timmer
Administrative Assistant

Sparky Zhang, Shih Tzu
Chief Executive Pawfficer
(269) 385-5888
(888) 777-0126
sparky.zhang@zhangfinancial.com
Kalamazoo Doggie Training Academy, 10 Years of Dedicated Service at Zhang Financial

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.