Zhang Financial

Preston Koslakiewicz is a CFP® professional at Zhang Financial with five years of experience, having joined the firm in 2021. His prior work includes roles at Four Seasons Kanga Roof and Hollister Co., along with periods as a student. Zhang Financial is a fee-only advisory firm with approximately 20 advisors managing about $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, providing asset management, financial planning, pension consulting, and institutional advisory services.

Tianxing Zheng is a CFA® charterholder affiliated with Zhang Financial, with one year of industry experience. Prior to joining Zhang Financial, he worked at Invesco Great Wall Fund Management Company and Citadel LLC. Zhang Financial is a fee-only advisory firm with approximately 20 advisors managing $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, offering asset management, financial planning, pension consulting, and institutional advisory services.

Travis Veenhuis is a CFP® practitioner with two years of industry experience. He is currently with Zhang Financial and previously worked at SGH Wealth Management. He also has a background at Kalamazoo College. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, offering asset management, financial planning, pension consulting, and institutional advisory services.

Amanda Hartman is a financial advisor at Zhang Financial with 10 years of industry experience. She holds a Series 66 designation and has been with Zhang Financial since 2012. Zhang Financial is a fee-only advisory firm with approximately 20 advisors managing about $7.2 billion for over 2,100 clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities. The firm offers asset management, financial planning, pension consulting, and institutional advisory services, emphasizing individualized asset management and continuous account supervision.

Christine Lindberg is a financial advisor at Zhang Financial with 17 years of industry experience. She holds a Series 66 designation and has been with Zhang Financial since 2012. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, offering asset management, financial planning, pension consulting, and institutional advisory services.

Robert Mcdougall is a CFA® charterholder with six years of industry experience. He has worked at Zhang Financial since 2018 and previously held positions at Trenchant Partners and Nuveen Asset Management. Zhang Financial is a fee-only multi-team advisory firm with approximately 20 advisors managing $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, offering asset management, financial planning, pension consulting, and institutional advisory services.

Skylar Bus is a ChFC® credentialed advisor with Zhang Financial in Portage, MI, where he has worked since 2021. He has prior experience at First National Bank of Michigan and PNC, as well as a background in the hospitality industry with Applebee's Neighborhood Grill. Zhang Financial is a fee-only advisory firm with approximately 20 advisors managing $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal entities, offering asset management, financial planning, pension consulting, and institutional advisory services.

Tyler Soares is a CFP® and CFA® credentialed advisor with two years of industry experience. He is currently with Zhang Financial, having previously worked at Wellington Management, Morgan Stanley, and JP Morgan. Zhang Financial is a fee-only advisory firm managing approximately $7.2 billion for over 2,100 clients, including individuals, high-net-worth clients, trusts, pension plans, and municipal entities. The firm focuses on individualized asset management and continuous account oversight, employing a range of investment strategies and serving both private and institutional clients.

Levi Hendershott is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Zhang Financial since 2019 and previously spent five years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, providing asset management, financial planning, pension consulting, and institutional advisory services.

Yuanlei Zhu is a CFA® charterholder with seven years of industry experience. He has been with Zhang Financial since 2019 and previously worked at TD Auto Finance and Ford Credit/Ford. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for more than 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal entities, offering a range of services including asset management, financial planning, pension consulting, and institutional advisory.

Alex Zhang is a CFP® and CFA® with one year of industry experience. He is currently with Zhang Financial, having joined in 2024. His prior experience includes roles at Ropes & Gray, JPMorgan Chase, and Tom Ford, as well as academic positions at Harvard Law School and Columbia University. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, providing asset management, financial planning, pension consulting, and institutional advisory services.

Charles Zhang is a CFP® and ChFC® with 19 years of industry experience. He has been with Zhang Financial since 2012. Outside of his advisory role, he has worked as an adjunct professor and authored the book "Make Yourself a Millionaire." Zhang Financial is a fee-only firm with about 20 advisors managing $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal governments, offering asset management, financial planning, pension consulting, and institutional advisory services.

Lynn Chen Zhang is a CFP® with 18 years of industry experience and has been with Zhang Financial since 2012. She is the author of the book *Make Yourself a Millionaire* and serves on the Western Michigan University Foundation Board of Trustees and the Kalamazoo Symphony Orchestra Board of Directors. Additionally, she holds a CPA designation and participates as a WMU trustee. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal governments, offering asset management, financial planning, pension consulting, and institutional advisory services.

Kyle Triemstra is a CFP® professional with nine years of experience at Zhang Financial, where he has worked since 2017. Prior to joining the firm, he held positions at Cold Stone Creamery and Heritage Christian Academy. Zhang Financial is a fee-only advisory firm with about 20 advisors managing $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, offering asset management, financial planning, pension consulting, and institutional advisory services.

Giselle Schlubatis is a CFP® professional with 16 years of industry experience. She has been with Zhang Financial since 2019 and previously worked at Ameriprise Financial Services and TradeStation Securities. Zhang Financial is a fee-only advisory firm with approximately 20 advisors managing $7.2 billion for over 2,100 clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities. The firm offers asset management, financial planning, pension consulting, and institutional advisory services, emphasizing individualized asset management and continuous account supervision through fundamental, technical, and cyclical analysis.