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Nate Baumann

PARTNER AND FINANCIAL PLANNER

Since joining the firm in 2007 and on-boarding as a partner in 2011, Nate has been an incredible asset to our clients. Nate was born right here in Holland, Michigan and loves being able to help his community with more than just managing their money. With a bachelor’s degree in finance from Grand Valley State University, an MBA from Michigan State University, and his CERTIFIED FINANCIAL PLANNER™ designation—as well as being licensed in Life and Health Insurance—Nate is available to provide you with solutions and guidance with anything you or your business may need. When Nate’s not working, he’s enjoying time spent with his two beautiful daughters and building his community through nonprofit board service.
Nate Baumann is a CERTIFIED FINANCIAL PLANNER® professional. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Get In Touch

  • (616) 394-4994
  • nate@lvzinc.com

WHO WE ARE

RYAN VANDER ZWART

Ryan Vander Zwart

PARTNER AND FINANCIAL PLANNER
Eric Sale

Eric Sale

FINANCIAL PLANNER

Josh Franken

FINANCIAL PLANNER & CPA
Teri Vandusen

Teri VanDusen

DIRECTOR OF CLIENT RELATIONS

Gabriela Mayorga

CLIENT RELATIONS COORDINATOR
Josh Bergsma

Josh Bergsma

OPERATIONS & PLANNING ASSISTANT
  • 616-394-4994
  • 800-851-7214
  • hello@lvzinc.com

LVZ
Locations

HOLLAND
240 S. River Avenue
Holland, MI 49423

OKEMOS
By appointment only
2133 University Park Dr. Suite 250
Okemos, MI 48864

ANN ARBOR
By appointment only
Atria Business Park
2008 Hogback Road Suite 3A
Ann Arbor, MI 48105

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LVZ

Legal DISCLOSURE

Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ, Inc. LVZ Financial Planning and LVZ Investment Management are DBAs of LVZ, Inc. LVZ, Inc. is a federally registered investment adviser. Please download our Client Relationship Summary or request our ADV for information about our firm.

Securities are offered in Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Michigan, Missouri, New York, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin.

Insurance is offered in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Michigan, Missouri, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, and Wisconsin.

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