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

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, MS

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.

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...

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

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...

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...

Rob Nelson, CFA, CFP®, MBA

Senior Manager - 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...

Raymond Zhu, Ph.D, 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, 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

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

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

(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"...

Levi Hendershott, CFP®, ChFC

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...

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

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

Thomas Mahfet

Client Service Associate and Analyst

(269) 385-5888
(888) 777-0126
thomas.mahfet@zhangfinancial.com

Bachelor of Business Administration in Personal Financial Planning - 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

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

Travis Veenhuis

Client Service Associate and Analyst

(269) 385-5888
(888) 777-0126
travis.veenhuis@zhangfinancial.com

Bachelor of Arts in Economics and Mathematics - Kalamazoo College

Michael Fuller

Financial Planning Assistant

(269) 385-5888
(888) 777-0126
michael.fuller@zhangfinancial.com

Bachelor of Business Administration in Finance and Accountancy - 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

Chloe Symington

Financial Planning Assistant

(269) 385-5888
(888) 777-0126
chloe.symington@zhangfinancial.com

Bachelor of Business Administration in Accountancy - Western Michigan University, Master of Science in Accountancy - Western Michigan University - currently completing