Experience

SGH Wealth Management

• United States
• Investment Management
• 1 - 100 Employee

• Certified Financial Planner™

  • Aug 2023 - Present

  Lathrup Village, Michigan, United States

• Senior Client Service Associate

  • Jan 2023 - Aug 2023

  Lathrup Village, Michigan, United States SGH Wealth Management is an independent and experienced financial planning & asset management firm. We provide clients personalized guidance in wealth accumulation and asset management in order to attain financial goals. Our comprehensive approach is aimed to help our clients lead more satisfying and fulfilling lives. As a client, you will feel at ease, no matter where you are nationwide, knowing that you will receive one on one attention and technology based platforms that simplify a… Show more SGH Wealth Management is an independent and experienced financial planning & asset management firm. We provide clients personalized guidance in wealth accumulation and asset management in order to attain financial goals. Our comprehensive approach is aimed to help our clients lead more satisfying and fulfilling lives. As a client, you will feel at ease, no matter where you are nationwide, knowing that you will receive one on one attention and technology based platforms that simplify a complicated subject. We serve Executives, Business Owners, Institutional Investors and Professional Athletes.



Zhang Financial

• United States
• Financial Services
• 1 - 100 Employee

• Senior Client Service Associate and Analyst (and other various roles)

  • Apr 2018 - Jan 2023

  Portage, Michigan, United States



Kalamazoo College

• United States
• Higher Education
• 400 - 500 Employee

• Assistant Coach - Men’s Golf

  • Sep 2019 - May 2020

  Kalamazoo, Michigan Area Assisted in coaching duties for the Kalamazoo College Men's Golf Team.