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Name Branches Covered Contact
Senior Vice President, JD, CLU®
Bonita Springs, Fort Myers, Port Charlotte, Sun City Center
VP Investments, Program Manager, LPL Wealth Advisor
Collier, Immokalee, Naples Main, Naples North, Bonita Beach Rd, Gulf Coast
Holland 8th, Holland West Shore Dr, Grand Haven
LPL Wealth Advisor
Alpine, Lake Michigan Drive, Northland Drive
LPL Wealth Advisor
Cascade, East Paris, Knapp, Leonard
LPL Financial Advisor
Medical Mile, Farmington, White Lake, Troy, Saginaw, Livonia, Ann Arbor
LPL Financial Advisor
Gull Road, Portage, Schoolcraft, West Main, Westnedge Avenue
LPL Financial Advisor
Ravenna, Muskegon, Norton Shores, Traverse City, Rockford, Lowell, Sparks Dr, Mercy Health, GRCC, Plainfield

Client Services Team

Name Branches Covered Contact
Investment Office Coordinator
Investment Assistant

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Broker Check - LMIS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth Management, and may also be employees of Lake Michigan Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Michigan Credit Union or MaxWealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by the NCUA or Any Other Government Agency. Not Lake Michigan Credit Union Guaranteed. Not Lake Michigan Credit Union Deposits or Obligations. May Lose Value.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.