Name: Zhang Financial
Address: 5931 Oakland Drive, Portage, MI, 49024
Telephone: (269) 385-5888

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

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...

Brandon Mull, CFA, CFP®

Vice President - Financial Planning and Private Client Services

(269) 385-5888
(888) 777-0126
brandon.mull@zhangfinancial.com

Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Bachelor of Arts in Business/Economics - Wheaton College, 10+ Years in the Financial Services Industry, Previous Experience: Portfolio Management - Morgan Stanley & Co. LLC...

Dr. Christina Yee-Ru Liu, Ph.D., MBA

Senior Independent Consultant

(269) 385-5888
(888) 777-0126

Ph.D. in Economics, University of Chicago - MBA in Finance, University of Chicago - Previous Experience: Minister of Finance Taiwan,...

Eric J. Bird, CPA, MSA

Senior Manager - Tax and Private 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...

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

Christine Lindberg

Senior Manager - Financial Planning and Private 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

Heather McAnaw, CPA

Senior Manager - Tax and Private Client Services

(269) 385-5888
(888) 777-0126
heather.mcanaw@zhangfinancial.com

Certified Public Accountant (CPA), Bachelor of Science in Accountancy - Western Michigan University, Bachelor of Arts - Kalamazoo College, 20+ years in the Tax and Accounting Industry...

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)

Elizabeth Edgerton

Executive Assistant/Senior 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

Barbara Robbins, CFP®

Senior Independent Consultant

(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...

Ellie Winter, CFP®, CEBS

Senior Independent Consultant

(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...

Richard Halpert, J.D.

Senior Independent Consultant

(269) 385-5888
(888) 777-0126

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"...

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 ....

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

Katie Richards

Manager - Institution, 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

Assistant Manager - Client Services and Tax

(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...

Kyle Triemstra, CFP®

Wealth Advisor

(269) 385-5888
(888) 777-0126
kyle.triemstra@zhangfinancial.com

Certified Financial Planner (CFP®), Bachelor of Business Administration in Personal Financial Planning - Western Michigan University

Skylar Bus

Senior Client Service Associate

(269) 385-5888
(888) 777-0126
skylar.bus@zhangfinancial.com

Bachelor of Business Administration in Finance - Western Michigan 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

Jerry He

Senior Client Service Associate and Financial Planner

(269) 385-5888
(888) 777-0126
jerry.he@zhangfinancial.com

Bachelor of Science in Economics - Wharton School of Business, University of Pennsylvania, Previous experience as a Financial Advisor with an Independent Financial Planning Firm...

Viet Nguyen

Senior Client Service Associate and Analyst

(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

Grace Pan

Client Service Associate

(269) 385-5888
(888) 777-0126
grace.pan@zhangfinancial.com

Bachelor of Business Administration - Sichuan International College...

Sean Qi

Analyst and Client Service Associate

(269) 385-5888
(888) 777-0126
sean.qi@zhangfinancial.com

Master of Science in Finance - Johns Hopkins University, Bachelor of Arts in General Business - Western Michigan University, Passed CFA Level 3, U.S. Army - 82nd Airborne Division - Sergeant