The Zhang Financial Team

CHARLES ZHANG

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

Founder and President

LYNN CHEN-ZHANG

CFP®, CPA, PFS™, MBA, MS
CEO

CEO and Chief Compliance Officer

KOLBY SMITH

CFP®
Managing Director

Private Client Services

DAVID MARSHALL

CFP®, CPA
Managing Director

Private Client Services

ROBERT MCDOUGALL

CFA, MBA
Senior VICE PRESIDENT

Investment Strategy

Brandon Mull

CFA, CFP®
Senior VICE PRESIDENT

Private Client Services

CAMERON KLEINHEKSEL

CFP®, CIMA®
SENIOR VICE PRESIDENT

Private Client Services

Levi Hendershott

CFP®, ChFC
Vice President

Private Client Services

Eric J. Bird

CPA, MSA
Vice President

Tax and Client Services

Alex Zhang

JD, CFA
VICE PRESIDENT

Investment Strategy

Jonathan Beer

JD, LL.M.
Vice President

Estate and Trust Planning

Christine Lindberg


Vice President

Private Client Services

Raymond Zhu

Ph.D., CFP®, CFA
Vice President

Private Client Services

Giselle Schlubatis

CFP®
Vice President

Private Client Services

Tyler Soares

CFA, CPA
VICE PRESIDENT

Investment Strategy

Mitchell Zhang


VICE PRESIDENT

Investment Strategy

DR. CHRISTINA YEE-RU LIU

Ph.D., MBA
INDEPENDENT CONSULTANT

Private Client Services

CHRIS RUPPEL

MBA
Independent Consultant

Private Client Services

RICHARD HALPERT

J.D.
INDEPENDENT CONSULTANT

Private Client Services

ELIZABETH EDGERTON

EXECUTIVE ASSISTANT /
SENIOR MANAGER

Operations

KAITLYN WASHBURN

CPA
Controller / SENIOR MANAGER

Private Client Services

HEATHER MCANAW

CPA
SENIOR MANAGER

Tax and Private Client Services

Scott Ward

JD
SENIOR MANAGER

Tax and Client Services

Ricky Zheng

CFA
Senior Manager

Investment Strategy

Susan Flynn

EA
SENIOR TAX MANAGER

Tax

AMANDA HARTMAN


MANAGER

Client Services

KATIE RICHARDS

CEPA
MANAGER

Institution, Tax and Client Services

Evelyn Lim

CPA
TAX MANAGER

Tax

KYLE TRIEMSTRA

CFP®
WEALTH ADVISOR

Client Services

KYLE MACK

CFP®
Wealth Advisor

Client Services

PRESTON KOSLAKIEWICZ

CFP®
Wealth Advisor

Client Services

JOSHUA WALTHER

CFP®
Wealth Advisor

Client Services

KATHERINE SCOTT


Assistant Manager

Client Services and Training

VIET NGUYEN


Assistant Manager

Client Services and Training

SKYLAR BUS


Assistant Manager

Client Services and Training

Allison Olexa

MBA
Assistant Manager

Client Services

Eva Drake


Assistant Manager

Operations

Hilary Wagner


SENIOR CLIENT SERVICE ASSOCIATE

Client Services

EMILY HARDY


SENIOR CLIENT SERVICE ASSOCIATE

Client Services

GRACE PAN


Senior CLIENT SERVICE ASSOCIATE

Client Services

Jack Ombry


CLIENT SERVICE ASSOCIATE

Client Services

BRENDAN CLARKE

Client Service Associate

Nolan Brodie

Client Service Associate

Nolan Doucette

Client Service Associate

Elise Eichman

Client Service Associate

GORDON JARRELL

CLIENT RELATIONS COORDINATOR

CHRISTINE HALVORSON

CLIENT RELATIONS COORDINATOR

Megan Hause

Client Relations Associate

PAULA BOWERMAN

SENIOR ADMINISTRATIVE ASSISTANT

JONI EDWARDS

SENIOR ADMINISTRATIVE ASSISTANT

HANNAH TIMMER

ADMINISTRATIVE ASSISTANT

ARIANA TERBURG

ADMINISTRATIVE ASSISTANT

Mary Potts

ACCOUNTING ASSISTANT

Amy Washington

ADMINISTRATIVE ASSISTANT

Holly Lielzuika

ADMINISTRATIVE ASSISTANT

ISABELLE PROVANCHER

FINANCIAL PLANNING ASSISTANT

Mo Tall

FINANCIAL PLANNING ASSISTANT

Schareene Rivera

FINANCIAL PLANNING ASSISTANT

Ryan Decker

FINANCIAL PLANNING ASSISTANT

Desiree Krawczyk

FINANCIAL PLANNING ASSISTANT

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.