Kolby Smith, CFP®
ASSOCIATE VICE PRESIDENT - FINANCIAL PLANNING AND Private CLIENT SERVICES
- Certified Financial Planner (CFP®)
- Bachelor of Science - Taylor University
- Previous Experience:
Manager/Financial Advisor - Plante Moran Financial Advisors
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.