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

SPARKY ZHANG, SHIH TZU

CHIEF EXECUTIVE PAWFFICER
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.