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.

Jack Ombry is a CFP® professional with experience at Zhang Financial since 2023. Prior to joining Zhang Financial, he worked at Google LLC for four years, the Center for Automotive Research for three years, and spent four years at the University of Michigan. Zhang Financial is a fee-only investment adviser managing approximately $8.37 billion in assets with a multi-advisor team. The firm provides portfolio management, financial planning, pension and retirement consulting, and institutional advisory services to individuals, charities, corporations, and municipal government entities. Their investment approach combines fundamental, technical, and cyclical analysis across multiple time horizons, employing strategies such as long-term and short-term holdings, active trading, and option strategies.

Tianxing Zheng is a CFA® charterholder with two years of industry experience. He is currently an advisor at Zhang Financial and previously worked at Invesco Great Wall Fund Management Company and Citadel LLC. Zhang Financial is a fee-only investment adviser managing approximately $8.37 billion in assets. The firm serves individuals, charities, corporations, and government entities with a range of portfolio management and advisory services, employing a blend of fundamental, technical, and cyclical analyses alongside proprietary model portfolios.

Travis Veenhuis is a CFP® professional with three years of industry experience, currently with Zhang Financial. His prior experience includes roles at SGH Wealth Management and a work history connected to Kalamazoo College. Zhang Financial is a multi-advisor, fee-only investment adviser managing approximately $8.37 billion in assets. The firm serves individuals, charities, corporations, and government entities with a range of portfolio management and advisory services, employing a combination of fundamental, technical, and cyclical analysis alongside internally developed model portfolios.

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 at Zhang Financial with five years of experience in the financial industry. Prior to joining Zhang Financial, Skylar worked at First National Bank of Michigan and PNC, and has additional work experience outside finance at Applebee's Neighborhood Grill. Zhang Financial is a fee-only investment adviser managing approximately $8.37 billion in assets with a multi-advisor team that serves individuals, charities, corporations, and municipal government clients. The firm employs a variety of investment strategies across multiple time horizons and offers services including portfolio management, financial planning, and pension consulting.

Tyler Soares is a CFP® and CFA® professional with three years of industry experience, currently serving as an advisor at Zhang Financial. His prior experience includes roles at Wellington Management, Morgan Stanley, and JP Morgan. Zhang Financial is a fee-only investment adviser managing approximately $8.37 billion in regulatory assets, offering discretionary and non-discretionary portfolio management, financial planning, pension and retirement plan consulting, and institutional advisory services to individuals, charities, corporations, and government entities. The firm employs a blend of fundamental, technical, and cyclical analysis with various investment strategies and maintains formal affiliations providing tax preparation and estate planning services.

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 two years of industry experience, currently serving as an advisor at Zhang Financial in Portage, MI. His prior experience includes roles at Ropes & Gray, JPMorgan Securities LLC, and academic work at Harvard Law School. Zhang Financial is a multi-advisor, fee-only investment firm managing approximately $8.37 billion in assets. The firm offers portfolio management, financial planning, pension consulting, and institutional advisory services to a diverse client base including individuals, charities, corporations, and government entities, utilizing a mix of fundamental, technical, and cyclical analysis alongside internally developed model portfolios.

Charles Zhang is a CFP® and ChFC® with 20 years of industry experience. He has worked at Zhang Financial since 2012, following prior roles at LPL Financial and Ameriprise. Outside of his advisory work, Zhang has served as an adjunct professor and is the author of the book "Make Yourself a Millionaire." Zhang Financial is a multi-advisor fee-only firm managing approximately $8.37 billion in assets. It serves individuals, high-net-worth clients, charities, corporations, and government entities, employing a blend of fundamental, technical, and cyclical analysis alongside internally developed model portfolios to provide comprehensive investment and 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 at Zhang Financial and three years of industry experience. Prior to joining Zhang Financial, he worked at Cold Stone Creamery for five years. Zhang Financial is a fee-only multi-advisor firm managing approximately $8.37 billion in assets. The firm serves individuals, high-net-worth clients, charities, corporations, and government entities, offering portfolio management, financial planning, and retirement plan consulting using a blend of fundamental, technical, and cyclical analysis.