The Zhang Financial Team
Charles Zhang, CFP®, MBA, MSFS, ChFC®, CLU
Founder and President
(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, MS
CEO 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)...
Kolby Smith, CFP®
Senior 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...
Robert McDougall, CFA, MBA
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.
David Marshall, CFP®, CPA
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
Barbara Robbins, CFP®, CDFA™
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, 15+ years in the Financial Services Industry...
Cameron Kleinheksel, CFP®, CIMA®
Vice President - Financial Planning and Private Client Services
(269) 385-5888
(888) 777-0126
cameron.kleinheksel@zhangfinancial.com
Certified Financial Planner (CFP®), Bachelor of Arts in Finance - Michigan State University, 10+ years in the Financial Services Industry, Previous Experience...
Ellie Winter, CFP®, CEBS
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...
Brandon Mull, CFA
Vice President - Financial Planning and Private Client Services
(269) 385-5888
(888) 777-0126
brandon.mull@zhangfinancial.com
Chartered Financial Analyst (CFA), Bachelor of Arts in Business/Economics - Wheaton College, 10+ Years in the Financial Services Industry, Previous Experience: Portfolio Management - Morgan Stanley & Co. LLC...
Linda Drenth, CPA, MST
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...
Dr. Christina Yee-Ru Liu, Ph.D., MBA
Senior Independent Consultant
Ph.D. in Economics, University of Chicago - MBA in Finance, University of Chicago - Previous Experience: Minister of Finance Taiwan,...
Levi Hendershott, CFP®, ChFC
Senior Manager - Financial Planning and Private Client Services
(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
Giselle Schlubatis, CFP®
Senior Manager - Financial Planning and Private Client Services
(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.
Raymond Zhu, Ph.D., CFP®, CFA
Senior Manager - Investment Strategy and Private Client Services
(269) 385-5888
(888) 777-0126
raymond.zhu@zhangfinancial.com
Ph.D in Applied Economics - Western Michigan University, Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Previous Experience: Economist - The University of Michigan (The Institute for Research on Labor, Employment and the Economy)
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"...
Eric Bird, CPA, MSA
Manager - Tax and Client Services
(269) 385-5888
(888) 777-0126
eric.bird@zhangfinancial.com
Certified Public Accountant (CPA), Master of Science in Accountancy- Western Michigan University, Bachelor of Science - Western Michigan University, 10+Years in the Tax and Accounting fields...
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, 20 years in the Financial Services Industry
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, 15+ 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...
Emily Hardy
Senior Client Service Associate
(269) 385-5888
(888) 777-0126
emily.hardy@zhangfinancial.com
Bachelor of Business Administration in 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
Travis Veenhuis
Senior Client Service Associate and Analyst
(269) 385-5888
(888) 777-0126
travis.veenhuis@zhangfinancial.com
Bachelor of Arts in Economics and Mathematics - Kalamazoo College
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
Skylar Bus
Client Service Associate
(269) 385-5888
(888) 777-0126
skylar.bus@zhangfinancial.com
Bachelor of Business Administration in Finance - Western Michigan University - currently completing
Kyle Mack
Client Service Associate and Analyst
(269) 385-5888
(888) 777-0126
kyle.mack@zhangfinancial.com
Bachelor of Business Administration in Finance - Western Michigan University
Dulce Reyes
Client Service Associate
(269) 385-5888
(888) 777-0126
dulce.reyes@zhangfinancial.com
Bachelor of Arts in Business - Kalamazoo College
Kyle Triemstra
Client Service Associate and Analyst
(269) 385-5888
(888) 777-0126
kyle.triemstra@zhangfinancial.com
Bachelor of Business Administration in Personal Financial Planning - Western Michigan University
Paula Bowerman
Senior Administrative Assistant
Joni Edwards
Senior Administrative Assistant
(269) 385-5888
(888) 777-0126
joni.edwards@zhangfinancial.com
Bachelor of Business Administration in Marketing and Advertising - Western Michigan University
Preston Koslakiewicz
Financial Planning Assistant
(269) 385-5888
(888) 777-0126
preston.koslakiewicz@zhangfinancial.com
Bachelor of Business Administration in Personal Financial Planning - Western Michigan University - currently completing
Sam Pietrogallo
Financial Planning Assistant
(269) 385-5888
(888) 777-0126
sam.pietrogallo@zhangfinancial.com
Bachelor of Business Administration - Western Michigan University - currently completing
Sean Qi
Financial Planning Assistant
(269) 385-5888
(888) 777-0126
sean.qi@zhangfinancial.com
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
Isabelle Provancher
Administrative Assistant
Ariana Terburg
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, 12 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.