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MaxWealth Management Team
Name Branches Covered Contact
Senior Vice President, JD, CLU®
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Bonita Springs, Cape Coral Pkwy, Estero, Port Charlotte, Ft Myers, and Sun City Center
VP Investments, Program Manager, LPL Wealth Advisor
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Berkshire Commons, Bonita Beach Rd, Collier BLVD, Gulf Coast, Immokalee Rd, Naples Main, Naples North
LPL Wealth Advisor
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Holland 8th, Holland West Shore Dr, Zeeland
LPL Financial Advisor
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Rochester Hills, Troy, White Lake, Gull Rd, Portage, Schoolcraft, West Main, and Westnedge
Wealth Advisor
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Allendale, Lake Michigan Drive, Grand Haven, Muskegon, Norton Shores, Ravenna, Plainfield, Leonard, Sparks Dr, Traverse City Downtown, and Traverse City S
LPL Financial Advisor
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68th St, Hudsonville, Jenison, Metro, South Division, Wyoming, and Broadmoor
LPL Financial Advisor
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Ann Arbor, Farmington Hills, Livonia, and Saginaw
Wealth Management Assistant Manager II
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LPL Financial Advisor
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Knapp Corner, 28th Street, Medical Mile, Alpine, Northland, East Paris, Cascade, 28th Street, Rockford, and Lowell

Client Services Team

Name Branches Covered Contact
Investment Assistant
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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.