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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 Parkway, Estero, Fort Myers, Port Charlotte, 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, Gulf Coast, Immokalee, Naples	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
Brendan Bohnhorst › LPL Financial Advisor View Bio ›	Cascade, East Paris, Leonard, Plainfield, Sparks	Send Email* Call (616) 752-7657
Chassity Hood, CFP^® › LPL Financial Advisor View Bio ›	Broadmoor, Hudsonville, Jenison, South Division Ave, Wyoming	Send Email* Call (616) 234-6566
Bryce Kelley › LPL Financial Advisor View Bio ›	Ann Arbor, Farmington Hills, Gull Rd, Livonia, Portage, Saginaw, Schoolcraft	Send Email* Call (616) 265-3199
Christine Richmond › Wealth Management Assistant Manager II View Bio ›		Send Email* Call (616) 234-6358
Daniel Cook › LPL Financial Advisor View Bio ›	Knapps Corner	Send Email* Call (616) 234-6455
Amy Datema, CRPC® › Wealth Advisor View Bio ›	Allendale, Grand Haven, Lake Michigan Drive, Muskegon, Norton Shores, Ravenna, Traverse City	Send Email* Call (616) 752-7628
Daniel Michaud › LPL Financial Advisor View Bio ›	68th Street, 84th Street, Kentwood, Metro	Send Email* Call (616) 410-4519
Tevin Shackelford, CFP® › LPL Financial Advisor View Bio ›	28th Street, Ada, Alpine, Lowell, Medical Mile, Northland, Rockford	Send Email* Call (616) 234-6866

Client Services Team

Name	Branches Covered	Contact
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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