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MaxWealth Management Team

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Name Branches Covered Contact
Senior Vice President, JD, CLU®
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Bonita Springs, Cape Coral PKWY, Estero, Fort Myers, Port Charlotte, 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
Wealth Advisor
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Allendale, Grand Haven, Hudsonville, Jenison, Lake Michigan Drive, Muskegon, Norton Shores, Plainfield, Ravenna, Traverse City Downtown, & Traverse City S
LPL Financial Advisor
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LPL Financial Advisor
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Gull Road, Kentwood, Portage, Schoolcraft, West Main, Westnedge Avenue, 68th Street, 84th Street
LPL Financial Advisor
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Knapp Corner, Lowell, Metro, Medical Mile, Mercy Health, South Division, Wyoming & Broadmoor, 28th Street

Client Services Team

Name Branches Covered Contact
Investment Office Coordinator
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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.