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MaxWealth Management Team

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Name	Branches Covered	Contact
James Blakeslee › Senior Vice President, JD, CLU® View Bio ›	Bonita Springs, Cape Coral Pkwy, Estero, Port Charlotte, Ft Myers, and Sun City Center	Send Email Call (239) 908-5845
Kristy Kemnic-Nicol, CRPC^® › VP Investments, Program Manager, LPL Wealth Advisor View Bio ›	Berkshire Commons, Bonita Beach Rd, Collier BLVD, Gulf Coast, Immokalee Rd, Naples Main, Naples North	Send Email Call (616) 234-6524
Nick Venlet, AWMA^®, CFP^® › LPL Wealth Advisor View Bio ›	Holland 8th, Holland West Shore Dr, Zeeland	Send Email Call (616) 234-6425
Daniel Cook › LPL Financial Advisor View Bio ›	Rochester Hills, Troy, and White Lake	Send Email Call (616) 234-6455
Amy Datema, CRPC^® › Wealth Advisor View Bio ›	Allendale, Lake Michigan Drive, Grand Haven, Muskegon, Norton Shores, Ravenna, Plainfield, Leonard, Sparks Dr, Traverse City Downtown, and Traverse City S	Send Email Call (616) 752-7628
Chassity Hood, CFP^® › LPL Financial Advisor View Bio ›	Hudsonville, Jenison, Metro, South Division, Wyoming, and Broadmoor	Send Email Call (616) 234-6566
Daniel Michaud › LPL Financial Advisor View Bio ›	Ann Arbor, Farmington Hills, Livonia, and Saginaw	Send Email Call (616) 410-4519
Regina Spence › LPL Financial Advisor View Bio ›	84th Street, Kentwood, 68th Street, Gull Road, Portage, Schoolcraft, West Main, and Westnedge	Send Email Call (269) 978-6127
Tevin Shackelford, CFP^® › LPL Financial Advisor View Bio ›	Knapp Corner, 28th Street, Medical Mile, Alpine, Northland, East Paris, Cascade, 28th Street, Rockford, and Lowell	Send Email Call (616) 234-6866

Client Services Team

Name	Branches Covered	Contact
Christine Richmond › Operations and Technology Team Lead View Bio ›		Send Email Call (616) 234-6358
Brandon Beukema › Investment Assistant View Bio ›		Send Email Call (616) 234-6968
Kristin Moll › Investment Assistant View Bio ›		Send Email Call (616) 464-7317

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.

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