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
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.
