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®
SENIOR VICE PRESIDENT
Private Client Services
ROBERT MCDOUGALL
CFA, MBA
VICE PRESIDENT
Investment Strategy
DAVID MARSHALL
CFP®, CPA
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
CFA
PARTNER and VICE PRESIDENT-Investment Strategy
Investment Strategy
DR. CHRISTINA YEE-RU LIU
Ph.D., MBA
INDEPENDENT CONSULTANT
Private Client Services
Eric J. Bird
CPA, MSA
Senior Manager
Tax and Client Services
Levi Hendershott
CFP®, ChFC
SENIOR MANAGER
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
Raymond Zhu
Ph.D., CFP®, CFA
SENIOR MANAGER
Private Client Services
ELIZABETH EDGERTON
EXECUTIVE ASSISTANT /
SENIOR MANAGER
Operations
AMANDA HARTMAN
MANAGER
Client Services
DIXIE KOVACH
CPA, MST
MANAGER
Tax and Client Services
KATIE RICHARDS
MANAGER
Institution, Tax and Client Services
KAITLYN WASHBURN
CPA
MANAGER
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
CHRIS RUPPEL
MBA
Independent Consultant
Private Client Services
ELLIE WINTER
Independent Consultant
Private 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
JERRY HE
SENIOR CLIENT SERVICE ASSOCIATE /
FINANCIAL PLANNER
Client Services
KYLE MACK
CFP®
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
CLIENT SERVICE ASSOCIATE
Client Services
CHRISTINE HALVORSON
CLIENT RELATIONS COORDINATOR
GORDON JARRELL
CLIENT RELATIONS COORDINATOR
PRESTON KOSLAKIEWICZ
CLIENT SERVICE ASSOCIATE
GRACE PAN
CLIENT SERVICE ASSOCIATE
PAULA BOWERMAN
SENIOR ADMINISTRATIVE ASSISTANT
JONI EDWARDS
SENIOR ADMINISTRATIVE ASSISTANT
BRENDAN CLARKE
FINANCIAL PLANNING ASSISTANT
PATRICK LI
FINANCIAL PLANNING ASSISTANT
ISABELLE PROVANCHER
FINANCIAL PLANNING ASSISTANT
COLTON WEIDNER
FINANCIAL PLANNING ASSISTANT
Diane Gilligan
ADMINISTRATIVE ASSISTANT
Mary Potts
ADMINISTRATIVE ASSISTANT
ARIANA TERBURG
ADMINISTRATIVE ASSISTANT
HANNAH TIMMER
ADMINISTRATIVE ASSISTANT
Amy Washington
ADMINISTRATIVE ASSISTANT
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.
