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Name Branches Covered Contact
Senior Vice President, JD, CLU®
Bonita Springs, Cape Coral Parkway, Estero, Fort Myers, Port Charlotte, Sun City Center
VP Investments, Program Manager, LPL Wealth Advisor
Berkshire Commons, Bonita Beach Rd, Collier, Gulf Coast, Immokalee, Naples
Holland 8th, Holland West Shore Dr, Zeeland
LPL Financial Advisor
Cascade, East Paris, Leonard, Plainfield, Sparks
LPL Financial Advisor
Broadmoor, Hudsonville, Jenison, South Division Ave, Wyoming
LPL Financial Advisor
Ann Arbor, Farmington Hills, Gull Rd, Livonia, Portage, Saginaw, Schoolcraft
Wealth Management Assistant Manager II
LPL Financial Advisor
Knapps Corner
Allendale, Grand Haven, Lake Michigan Drive, Muskegon, Norton Shores, Ravenna, Traverse City
LPL Financial Advisor
68th Street, 84th Street, Kentwood, Metro
28th Street, Ada, Alpine, Lowell, Medical Mile, Northland, Rockford

Client Services Team

Name Branches Covered Contact
Investment Assistant
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.